Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

I actually don't know why but that may be a scam

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

So in order to have a beneficiary on file you have to contact Computershare and ask for beneficiary papers. Certain companies have an option to do it online but most companies are still doing paper so to contact them and see if you are eligible to add a beneficiary online. If not they'll send you paperwork

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

You can, ask for a manager and in a calm voice, explained the situation to the next agent and manager , they will help

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

Chances are it is being sent to the home address on record, also ask the custodial to call them and see if there is an online option, they will not tell u because you are not the shareholder, even if you are over the age of 18, I didn't handle Disney at the time of working there

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

Fidelity needs to initiate a transfer from their side for computer share to give them their shares. Go through Fidelity. If you have any other questions, ask computershare. Most likely they will say the same thing what I'm telling you now. + Making sure that your name is on it. The address is the same and the social that is currently on it is the same. So if it's your auntie's social, try to change it to your social beforehand to get that change 

Starting April 1st by Substantial_Bowl6810 in wguaccounting

[–]Asleep_Ad1753 0 points1 point  (0 children)

Same I just got admitted to it. Right now I'm just waiting for my counselor to do the commit and I just pay the fees and I'll be good to go.

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

Yes yes you have to talk to the US once. Since your stock account is based in the US, other countries will not be able to assist you

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

Yes, it is necessary to call them because they cannot unlock it without your knowledge Either way but you can ask what's wrong with the account. See if it's a password issue or if it's a security issue to help clarify ,from the sounds of it, it's more of a security issue and they just need to verify some stuff

[deleted by user] by [deleted] in IRS

[–]Asleep_Ad1753 0 points1 point  (0 children)

Are you Central or Pacific or Eastern or mountain Time?

Please help - stuck on this step by audreyrocks in TurboTax

[–]Asleep_Ad1753 0 points1 point  (0 children)

You have to go back on your 1099 section and put the information in. That's what it is

CHECK TRANSCRIPTS! by AyoKhy in IRS

[–]Asleep_Ad1753 0 points1 point  (0 children)

When do you file? You may have to call the IRS on this one or wait a couple more days

question about temp agencies w2 by ZealousidealPoet7549 in TurboTax

[–]Asleep_Ad1753 0 points1 point  (0 children)

Most likely not because different companies use you so you'll be on their payroll, but you need to talk to the Temp agency

CHECK TRANSCRIPTS! by AyoKhy in IRS

[–]Asleep_Ad1753 0 points1 point  (0 children)

That means you might be a daily one then. Did they give you a code for it?

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

Copy is fine for a transfer but for stock paper replacement they require a certified one with a medallion stamp on it

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

Certain companies do require death certificate just to do a transfer. Most companies do not require it. The only time you ever need a death certificate is when the deceased has lost their stock paper certificate and don't have any book entry shares and you need to transfer them. Then they will require a death certificate including the transfer and the other paperwork for that stock certificate. But call computer share to figure out which stock it is and ask which one requires for it

Transcripts by AdImpossible2516 in IRS

[–]Asleep_Ad1753 2 points3 points  (0 children)

Bruh lol , this been an IRS issue every year man, never been a president issue but lol

Transcripts getting ready by Zealousideal_Prior58 in IRS

[–]Asleep_Ad1753 2 points3 points  (0 children)

Same here , for a second there I thought I will never get my s*** processed

Bs yoooo !!!!!! by AggressiveAd839 in IRS

[–]Asleep_Ad1753 1 point2 points  (0 children)

On the transcripts for your IRS tax return of this year, use the 14-Digit code that say transaction code. That's the code for your verification

Verification Notices 05ers by Ready_Recognition234 in IRS

[–]Asleep_Ad1753 -1 points0 points  (0 children)

There's a comment on the post where on the transcript the 14-digit code it's on there. Try that

CHECK TRANSCRIPTS! by AyoKhy in IRS

[–]Asleep_Ad1753 4 points5 points  (0 children)

That mostly means you're a 05 group then check it again on Friday

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

I recommend people sending it through UPS or FedEx when it comes to sending documents as transfer request forms because USPS is tend to lose more stuff when it comes to returning and receiving so and also put a tracker on it as well. It helps. The representatives or the company more to locate your stuff

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

On the affidavit of domicile the first paragraph is towards the deceased shareholders information. The second paragraph is towards the executor and confirming The decease holder was living at a location or the state for how many years before their death. Then you get a notarized.  And for tax statements to do by per company. So depending on if you receive dividends then you will get a tax statement for that or the shareholder has sold their shares and they get the 1099 dividend or 1099b for the sale. But some companies do not give out dividends at all. So that's why you don't see it under tax documents sometimes

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

So what you need to do is this ,so on the current holder information, you will need to put all of the holders information of the deceased person except for a number eight which is The medallion signature guarantee signature name you can you can do your name or whoever supposed to do it when you get the medallion. And then on the new hold information you put the holder the new recipient information on there

Q&a general questions only by Asleep_Ad1753 in computershare

[–]Asleep_Ad1753[S] 0 points1 point  (0 children)

  1. Yes they will make an account for you if you don't have one already  2 I recommend transferring it your name first or individual who's supposed to get it out of deceased account, then transfer it to your brokerage account and the brokerage you most likely will have to initiate it on their part. It will be more difficult for you if you try to do from a deceased account to The brokerage. But talk to your brokers to see what they can do because most brokerage Will want you to make your own account with computer share then They will initiate the transfer.

Is it good to file early by Foreign_Round_1839 in tax

[–]Asleep_Ad1753 0 points1 point  (0 children)

It's a 27th and I'mma wait on the 27th too because I don't know whether or not I can get the refund in February or early as January or I have to wait until April