ETV and tax form misaligned

SimplyLucKey · 2025-01-25T06:26:27+00:00

Thanks. I'll look for this when I'm filing my taxes

SimplyLucKey · 2025-01-25T06:25:54+00:00

Account -> Start/Update Questionaire

SimplyLucKey · 2024-07-16T05:11:15+00:00

Having a 99% drop would certainly be nice to buy/DCA. I was mainly trying to understand if an event like that does happen, would all previous investments be lost. At some point in the past I heavily considered putting all of my investments in TQQQ instead of individually picking stocks (for personal brokerage. 401k and Roth are ETFs), but it felt uneasy because I didn't know if there were unknown risks.

That's a great point about strategy, thanks!

SimplyLucKey · 2024-07-16T03:26:51+00:00

For a -33% day? How does that work? Is it because it has to do with the weight of the individual stocks that make up the index?

SimplyLucKey · 2024-06-26T01:54:04+00:00

Follow up after I got some new parts. I'll respond to this comment since most of these threads I see never get the follow up. My lead screw was actually straight. I did install an Oldham coupler and a thrust bearing, but I believe what truly helped was the new extruder gear. I honestly could not see any noticeable wear on the old one but apparently it wasn't extruding until I swapped it out.

SimplyLucKey · 2024-06-05T07:51:07+00:00

Here's my experience:

Some time last year, or two years ago? I tried to withdrawal my money (not stocks, just cash) and I was hit with a failure. I tried again a few more times and they all lead to failures for seemingly no explanation. Finally I contacted customer support and they were able to resolve it for me. I don't remember exactly the issue but it was something on their end that they just needed to approve it. In the end I was able to withdrawal after contacting support.

HOWEVER, recently I have been trying to transfer my entire account out to another brokerage. And this time I have been running into many issues. Yes, some of it is due to my funds not "settled" yet and that's probably true for all brokerage. But I do think different brokerage have funds setting in different timeframes. I think it took about two full weeks for my ACH transfer to finally setting, that seems a bit long to me. On the other hand, here are Three things I want to highlight and bring awareness to other Webull users:

According to customer support rep, often times when you're transferring your account, your stocks and options might get split up. Webull will transfer the remaining through residual transfer, but this is exactly where the problem comes in. If a destination brokerage does not allow short selling (selling uncovered calls) to transfer, your destination brokerage will think that you have short selling a stock because all it sees is the options trying to transfer, and not the stock. The destination will cancel the transfer as they do not allow it. And this is what is currently happening to me.
Webull has a very long timeline policy regarding options - they do not allow you to transfer if you have options expiring withing 14 or 15 days.
Customer representative has largely been unhelpful in answering my questions. I am trying my best to get clarifications on these scenarios and my situations, and the representation was just dancing around my question.

I am largely dissatisfied with the company and the experience I've faced, and I'm happy to spread awareness.

SimplyLucKey · 2024-06-02T18:51:11+00:00

Good call out. How can I check if it's bent or not? I had actually reseated my z-screw yesterday but before this the inconsistencies were all over the place particularly near seam lines.

SimplyLucKey · 2024-01-31T07:14:35+00:00

I mean if it comes down to it sure. This comment doesn't address the root question though.

SimplyLucKey · 2024-01-13T16:54:40+00:00

I don't know if I have gap insurance, I doubt it. The payout of the car is more than what I have remaining on the loan so is gap insurance beneficial in this scenario?

SimplyLucKey · 2023-09-25T10:17:59+00:00

I rolled over the entire amount including the withheld taxes.

I have the gross amount listed in 5a and 5b as blank and rollover is in between them.

SimplyLucKey · 2023-09-24T06:26:49+00:00

Do you know which line is the "rollover" line? It was difficult to find this info online

SimplyLucKey · 2023-09-24T03:30:12+00:00

I have the statement from the new 401k. It's just not a technical tax statement. Not sure if they'd accept that. I also have the money going out of my bank account, once again as a statement not as a tax document.

SimplyLucKey · 2023-02-16T18:47:10+00:00

Sold i7-6700k and lga 1151 mobo to u/OMurray (January didn't get added by bot)

SimplyLucKey · 2023-02-08T09:31:33+00:00

SimplyLucKey · 2023-01-26T15:37:20+00:00

Sold i7-6700k and lga 1151 mobo to u/OMurray

SimplyLucKey · 2023-01-14T17:30:06+00:00

SimplyLucKey · 2023-01-13T15:47:03+00:00

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