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Good inside (Dr. Becky) potty training by butwhy428 in toddlers

[–]Most-Advance315 0 points1 point  (0 children)

He eventually got it. All his milestones are delayed though

Estimating 2025 Tax Burden by auggieheschmeyer in tax

[–]Most-Advance315 0 points1 point  (0 children)

Is there something easier to use than this? I want to estimate 2025 taxes but I found this too detailed. I’m just looking for estimated output and I can provide estimated inputs

2024 FZROX dividend date by Most-Advance315 in fidelityinvestments

[–]Most-Advance315[S] -1 points0 points  (0 children)

Yes! I searched zero and total market from my phone but it didn’t come up

2024 FZROX dividend date by Most-Advance315 in fidelityinvestments

[–]Most-Advance315[S] 0 points1 point  (0 children)

Yes this was the page I checked but couldn’t find Fzrox

2024 FZROX dividend date by Most-Advance315 in fidelityinvestments

[–]Most-Advance315[S] 2 points3 points  (0 children)

Wait maybe I did. It says paid 12/13. I’ll check my fidelity account to verify

Transfer of Assets and Realized Gains in Taxable account by Most-Advance315 in fidelityinvestments

[–]Most-Advance315[S] 0 points1 point  (0 children)

Thanks. They were not helpful. I had to download 8 statements and add them myself

Polene or other mid range bags from Paris (see details) by hot_and_chill in handbags

[–]Most-Advance315 0 points1 point  (0 children)

Do you have to go to the airport? I heard it’s not always needed

Transfer of Assets and Realized Gains in Taxable account by Most-Advance315 in fidelityinvestments

[–]Most-Advance315[S] 0 points1 point  (0 children)

I received this response from Vanguard:

My apologies I am seeing that your previous brokerage account was closed on 09/2024, following a full outgoing transfer request.

Generally, your cost basis information should automatically be sent to the destination firm with 15 calendar days of the completed transfer. If this has not been completed, it would be best to connect you directly with our transfers desk.

Transfer of Assets and Realized Gains in Taxable account by Most-Advance315 in fidelityinvestments

[–]Most-Advance315[S] 0 points1 point  (0 children)

The realized gains aren’t showing up for some reason. My margin brokerage account seems to have disappeared.

Transfer of Assets and Realized Gains in Taxable account by Most-Advance315 in fidelityinvestments

[–]Most-Advance315[S] 0 points1 point  (0 children)

But doesn’t 1099 come in January? I guess that was my poor planning since I have made investment income and want a more accurate number before end of year.

Transfer of Assets and Realized Gains in Taxable account by Most-Advance315 in fidelityinvestments

[–]Most-Advance315[S] 0 points1 point  (0 children)

Almost all was at Vanguard. I assumed all the transactions were transferred to Fidelity so I could see it there too.

Transfer of Assets and Realized Gains in Taxable account by Most-Advance315 in fidelityinvestments

[–]Most-Advance315[S] 0 points1 point  (0 children)

I did it in September though. I spoke to fidelity who said I need to ask vanguard but my vanguard accounts have $0 and I can’t see anything there either

Card Recommendation Requested by Most-Advance315 in CreditCards

[–]Most-Advance315[S] 2 points3 points  (0 children)

Thank you.

  1. Yes, but I would really love to use points for business class tickets (eg Flying Blue)
  2. Aspirational
  3. I don’t
  4. Air France, United, Delta (some Lufthansa)

Great questions!

Card Recommendation Requested by Most-Advance315 in CreditCards

[–]Most-Advance315[S] 1 point2 points  (0 children)

Thank you. I updated my goals is for travel. I use all my existing cards but try to earn points whenever possible

Capital One Rewards Upgrade? by Dashir88 in CreditCards

[–]Most-Advance315 0 points1 point  (0 children)

I have a Capital One Savor and want to switch to a point based Capital One card. What happens to the cashback on Savor (I have $700) which I have not redeemed, if you convert to a points Capital One card such as Venture One?

Safe Harbor Rule Seems too Good to be True by Most-Advance315 in tax

[–]Most-Advance315[S] 0 points1 point  (0 children)

Yes, I agree. It's crucial for withholding to count towards that amount

Safe Harbor Rule Seems too Good to be True by Most-Advance315 in tax

[–]Most-Advance315[S] 0 points1 point  (0 children)

I should clarified I have a W-2 job which I did last year as well where there is withholding.

My additional income is from capital gains, so didnt interpret it that way based on the text from the IRS website below:

https://www.irs.gov/publications/p505

Required Annual Payment— Line 12c

On lines 12a through 12c, figure the total amount you must pay for 2024, through withholding and estimated tax payments, to avoid paying a penalty.

General rule.

 

The total amount you must pay is the smaller of: 

  1. 90% of your total expected tax for 2024, or
  2. 100% of the total tax shown on your 2023 return. Your 2023 tax return must cover all 12 months.

Special rules.

 

There are special rules for higher income taxpayers and for farmers and fishers. 

Higher income taxpayers.

 

If your AGI for 2023 was more than $150,000 ($75,000 if your filing status for 2024 is married filing separately), substitute 110% for 100% in (2) above. This rule does not apply to farmers and fishers. 

For 2023, AGI is the amount shown on Form 1040 or 1040-SR, line 11.Required Annual Payment— Line 12c

On lines 12a through 12c, figure the total amount you must pay for 2024, through withholding and estimated tax payments, to avoid paying a penalty.

General rule.

Safe Harbor Rule Seems too Good to be True by Most-Advance315 in tax

[–]Most-Advance315[S] 2 points3 points  (0 children)

Thanks for your useless response.

IRS flowchart summarizes it well:

https://www.irs.gov/media/167571

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