Personal Finance & Money Questions, Problems & Solutions : TransWikia.com ~ Page 246

Intentionally paying tax on 401K excess contributions to take advantage of employer matching?

This is a little bit of a twist on another question that has been asked in this community. My wife started a new job in February, after which she had...

Asked on 04/17/2021 by Jason Rubinstein

2 answer

Working remotely in Texas but office is in Illinois

I was reading this article here: https://www.jpmorgan.com/wealth-management/wealth-partners/insights/working-remotely-watch-out-for-state-taxes and was interested by the "high state income tax refugee". In the example, they say said person must make his...

Asked on 04/17/2021 by Karl Jiang

2 answer

Implications of brexit for UK-EU personal purchases and sales

Until December 2020, I was happily in a customs union with a lot of other countries. If I needed to buy a hard disk for my computer, it was often...

Asked on 04/17/2021

0 answer

How should I categorise/record an "account adjustment" on my current account?

Santander failed to notify me of an interest rate decrease on my student current account from 3% AER to 1% AER, which I noticed a few months after the change....

Asked on 04/17/2021 by Jivan Pal

0 answer

Can I pay equal amounts of quarterly tax if my income is uneven?

My money manager typically reallocates my portfolio early in the year. That means the majority of my capital gains occur in Q1. Am I required to adjust for...

Asked on 04/17/2021

2 answer

Long-term stock investment spanning multiple generations

Is there any financial product that would allow someone to invest a sum X (once or maybe add funds periodically) in a single stock, an ETF or similar for a...

Asked on 04/17/2021

1 answer

Payment from Wells Fargo Customer Remediation to compensate for fraud hold, but I didn't have an account

I received an unexpected $150 check from Wells Fargo. The accompanying letter said they conducted a review of holds that were placed on consumer deposit accounts due to suspected fraud....

Asked on 04/17/2021 by nebulopathy

0 answer

When an option is exercised, does the transaction show up on a TradingView chart?

I’m trying to understand the stock market and chart data. When an option is exercised, does the transaction show up on a TradingView chart? Example: If Tesla is trading at...

Asked on 04/17/2021 by Rexy Stef

1 answer

If a European investor goes long or short the US ultrabond future, are they taking any forex risk or is it all interest rate risk?

(The Ultrabond future is a bet on the price of 30-year US treasury bonds, which are dollar denominated.)...

Asked on 04/16/2021

1 answer

Itemized and Standard Deductions on 4(b) of W4

I'm filling out a W4 and in 4(b) it asks for "an estimate of (my) 2020 itemized deductions (from Schedule A( Form 1040 or 1040-SR). Such deductions may include qualifying...

Asked on 04/16/2021 by Joshua Wilkeson

1 answer

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