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Personal Finance & Money : Recent Questions and Answers (Page 300)

Find answers to your questions about Personal Finance & Money or help others by answering their Personal Finance & Money questions.

Check depositing

My utility department sent me back some of my security deposit; however the check is made out to both me and my ex.(who I don’t know his where abouts) so...

Asked on 03/14/2021

1 answer

Selling a cash secured in-the-money put

I sold a cash secured put for XYZ stock. It is Aug 20, 2021 expiry for $34 Strike Price. The stock was trading at $31.60 when I sold the PUT....

Asked on 03/14/2021

1 answer

How do I do an in-kind transfer of funds from an individual to joint account in Vanguard?

For a few years I had an individual brokerage account in Vanguard where I invested in some mutual funds. Now I decided to open a joint brokerage account with my...

Asked on 03/14/2021 by wintermute

0 answer

How do I report January 2021 wash sales in the 2020 tax return?

Do I need to report my January 2021 wash sales in my 2020 tax return or how are they handled? I have some wash sales in the month of January...

Asked on 03/14/2021

2 answer

Trying to sell an ETF only traded in Berlin and AMEX

I use Flatex for trading stocks and I bought 16 shares of SPDR S&P Internet ETF on the Berlin stock exchange. It gained in value (~22%) and...

Asked on 03/14/2021 by Wukerplank

0 answer

How can a preferred stock be liquidated below its issue price when reports are not filed?

I was reading an article about Income Investment Risks, where "reports might not be filed" was mentioned as one of the risks of investing in fixed-income securities...

Asked on 03/14/2021

1 answer

What is the tax treatment for dividends paid on open CFD positions?

If an investor has an open CFD position when the underlying stock goes ex-div, there will be a payment made to the margin account in lieu of dividend. This is...

Asked on 03/14/2021 by SMeznaric

0 answer

Deciding if you need to make estimated tax payments

I am helping a friend with her taxes. The following is a quote from the instructions for form 1040ES: In most cases, you must pay estimated tax for 2021 if...

Asked on 03/14/2021

1 answer

What approach would an algo trader use if the previously stable spread on ETF ABC widens against ETF XYZ from ABC becoming more valuable versus XYZ?

This is an quiz question in linkedin's algo trading class. Question:What approach would an algo trader use if the previously stable spread on ETF ABC widens against ETF XYZ...

Asked on 03/14/2021 by Jack Peng

2 answer

how to correct incorrect fractional ownership in deed

My brother and I bought a rental property. I put in 75% of the money, and he put in 25%. For twenty years, we filed income taxes reflecting that 75%-25%...

Asked on 03/13/2021

3 answer

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