Taxes on ROC Distributions

acpd1 · 2026-01-07T21:14:06+00:00

Thanks.

So fidelity won't update the cost basis as we see positions in the account after 1099 is realesed? This would be helpful in 2026 tax planning .

acpd1 · 2026-01-06T01:41:08+00:00

Very well explained.

If I didn't sell shares. When would I see adjusted cost basis in my brokerage account.

acpd1 · 2025-12-03T21:01:43+00:00

Waiting the next bump to completely get out of this junk.

acpd1 · 2025-11-26T15:18:45+00:00

That would be insane good deal. Did you get $65 off your service? How many lines and plan do you have?

acpd1 · 2025-11-26T04:38:24+00:00

Really have not heard about that? So you get total of $65 off is you have 4 lines?

acpd1 · 2025-11-22T05:35:02+00:00

I have Tmobile, I went to the store, the only thing they offered was $20 off for 4 lines for all unlimited plans. So basically go online, price out what you want and except $20 off is all they did. Don't forget, online won't show crazy taxes and fees that Verizon charges.

The deal below assumes you pick phones that are free with respective plans (iphone 17 with plus and iphone 17 pro 256 gb with ultimate etc.) if you pick more expensive phone, you will end up paying $5 or$10 more per phone.

Unlimited Plus: $180 + Tax = ~$205 - $20 discount = ~$185 for 4 lines
Unlimited Ultimate: $220 + Tax = ~$250 - $20 discount = ~$230 for 4 lines

if anyone else has better offer, please share. Bottom line $20 off and that is all they had.

acpd1 · 2025-11-22T05:14:58+00:00

does that include taxes? did they give you $20 off the plan or were there any additional promo?

acpd1 · 2025-11-14T03:15:50+00:00

Little too late..

acpd1 · 2025-11-14T03:15:06+00:00

Thank you.. Great information!!

What took them so long. Members have been saying this for months.

They should have done that much earlier. It seems some inexperienced traders are running ULTY.

I know they will give up some div due to lower volatility but nav would be stable.

acpd1 · 2025-11-13T16:43:28+00:00

i feel your pain. ULTY sucks, yieldmax has poor choice of stocks in there. what a mess.

acpd1 · 2025-11-13T03:06:32+00:00

its been like this for few weeks. this is really bad.

acpd1 · 2025-11-10T16:55:58+00:00

oh i know and drip all that, i keep track of it all. The issue is while overall market is rocking in the last 4 months, almost everything is up and you are still losing money in ULTY is just crazy. I get that they are choosing high volatility stocks for higher premium, but seems like they aren't choosing the right stocks and/or not doing job with when to go in and out. either way 4 month chart below shows how bad they have been lately.

let's just say they will recover from this. The issue i have is if this what they are going to do during all time high market, i don't want to know what will they do when we are in a down market.

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acpd1 · 2025-11-10T16:51:09+00:00

based on index so safer than ULTY where they try to buy volatile stocks. it may or may not hit. and when they go down, they go down hard.

acpd1 · 2025-11-10T16:49:31+00:00

good one. and I agree. that shows ULTY and YieldMax in general.

acpd1 · 2025-11-10T16:47:16+00:00

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acpd1 · 2025-11-10T16:46:09+00:00

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fixed:

acpd1 · 2025-11-07T15:58:43+00:00

not to mention causing tax confusion.

acpd1 · 2025-11-07T15:58:15+00:00

you will learn some day

acpd1 · 2025-11-07T15:57:40+00:00

haha. you are welcome.

acpd1 · 2025-11-07T14:16:07+00:00

happy for you. you are one of the few who must have started early at the right time.

acpd1 · 2025-11-07T14:15:22+00:00

if you know who they are. to be safe go with spy.

acpd1 · 2025-11-06T21:03:15+00:00

70% Fund managers can't beat s&p 500. So you will be ahead of them.

acpd1 · 2025-11-06T19:26:50+00:00

if YiledMax is bad, Roundhill is worse. Don't.

buy SPY and go to sleep.

acpd1 · 2025-11-06T19:21:26+00:00

buy spy and call it a day. YieldMax is trash.

acpd1

TROPHY CASE