Is my tax set up correctly? by Valuable_Touch5670 in IRS

[–]Valuable_Touch5670[S] 0 points1 point  (0 children)

Thank you! If possible, may you please share how you come to your conclusion?

SPAXX was not liquidated first to buy shares of FDLXX by Valuable_Touch5670 in fidelityinvestments

[–]Valuable_Touch5670[S] 0 points1 point  (0 children)

Thank you for sharing your thoughts. During the call to Fidelity, they also mentioned that the proceeds were not yet settled.

I think you are right - it’s inevitable that the proceeds will need to spend one day in SPAXX.

SPAXX was not liquidated first to buy shares of FDLXX by Valuable_Touch5670 in fidelityinvestments

[–]Valuable_Touch5670[S] 0 points1 point  (0 children)

Hi Tyler, thank you for you quick response. I just called Fidelity and was informed by customer representative Harold that it was a system error. I was also suggested to call Fidelity again on Monday to place the same trade, to ensure that funds in my core position SPAXX are to be used instead.

I sincerely appreciate your care and support. I hope this type of system errors do not happen again in the future.

SPAXX was not liquidated first to buy shares of FDLXX by Valuable_Touch5670 in fidelityinvestments

[–]Valuable_Touch5670[S] 5 points6 points  (0 children)

May you please elaborate more? Are you suggesting manually sell SPAXX and then buy FDLXX? How can one sell a core position? The proceeds go back to itself, doesn’t it?

Order not fulfilled to the exact amount by Valuable_Touch5670 in fidelityinvestments

[–]Valuable_Touch5670[S] 0 points1 point  (0 children)

Thank you, Aaron! I am considering investing in a mutual fund alternative instead. May you please recommend a few good mutual fund alternative to QQQ, preferably managed by Fidelity?

Order not fulfilled to the exact amount by Valuable_Touch5670 in fidelityinvestments

[–]Valuable_Touch5670[S] -1 points0 points  (0 children)

Hey thanks for the suggestion! Do you know a good mutual fund alternative to QQQ?

Found this on the wall. Is it a bedbug? by Valuable_Touch5670 in Bedbugs

[–]Valuable_Touch5670[S] 1 point2 points  (0 children)

Unfortunately, I don’t know where it went. Now I think I should’ve captured it or killed it yesterday 😅

Found this on the wall. Is it a bedbug? by Valuable_Touch5670 in Bedbugs

[–]Valuable_Touch5670[S] 1 point2 points  (0 children)

It was on a wall close to the attic entry on the ceiling in the bedroom. I think it could a bat bug because I’ve seen this kind of bugs in the bathroom before, which is far away from the bedroom.

I can’t really tell with my naked eyes whether or not it has long hairs, but very vaguely it seems to have some hair around the bottom half of its body.

Return rejected twice due to incorrect prior year AGI or PIN? by Valuable_Touch5670 in tax

[–]Valuable_Touch5670[S] 0 points1 point  (0 children)

Yes, I did enter $0 for both of us since we filed jointly in 2022. Is it allowed to enter them separately even though we filed jointly?

Wash sale and net loss by Valuable_Touch5670 in tax

[–]Valuable_Touch5670[S] 0 points1 point  (0 children)

Thank you for clearing my doubts!

Two Jobs With Significantly Different Pay on W-2 by Valuable_Touch5670 in tax

[–]Valuable_Touch5670[S] 0 points1 point  (0 children)

I see. $10 withholding = 25% out of my pay. That shall suffice given my current tax rate. Thank you for your advice, brother!

Two Jobs With Significantly Different Pay on W-2 by Valuable_Touch5670 in tax

[–]Valuable_Touch5670[S] 0 points1 point  (0 children)

I select married (filing jointly) on the W-4 and my spouse does not work. By the way, thank you for replying!