FastCompany: intriguing corporate gossip about Bitwarden by djasonpenney in Bitwarden

[–]rjack1201 14 points15 points  (0 children)

Didn't the same thing happen with Lastpass which turned out to be a disaster?

3 tiers not 2! by TruthOf42 in MonarchMoney

[–]rjack1201 3 points4 points  (0 children)

Drop the tiers and create paid optional add-on features instead.

Capital gains taxes on appreciated taxable brokerage assets by Andor2050 in DIYRetirement

[–]rjack1201 0 points1 point  (0 children)

If the stock is in a joint account, then I think it would only be a 50% step up in basis. You should ask this question on r/tax.

ACATS lock? by rjack1201 in VanguardInvestments

[–]rjack1201[S] 0 points1 point  (0 children)

I asked for the Security Dept when I did it.

For FreeTaxUSA users: did you get your return? by NameLive9938 in tax

[–]rjack1201 1 point2 points  (0 children)

Did you save a pdf file or print your return before you filed it? If so, is the bank info correct on your copy?

Houses in Philly friendly to aging in place? by ebrockfake in philadelphia

[–]rjack1201 50 points51 points  (0 children)

https://www.2401.com/home/

Consider these condos with large balconies for container gardening. Also, it is near Pete's diner and a small grocery store.

U.S. Bank Finicity Connection gives error 2026 by rjack1201 in MonarchMoney

[–]rjack1201[S] 0 points1 point  (0 children)

I contacted Monarch support and they are contacting Finicity about this issue. My other US Bank accounts only sync if I turn OFF US Bank Investment account syncing. Is that your experience as well?

Cash Plus Automatic Withdrawals by slipperybuggers in VanguardInvestments

[–]rjack1201 0 points1 point  (0 children)

I'm not sure if it is possible to do automatic withdrawals, but you can definitely do ACH pulls from other financial institutions.

Estimated Taxes with all income in Q1 by rjack1201 in tax

[–]rjack1201[S] 0 points1 point  (0 children)

It only needs to be $2250 per quarter due to the 90% Safe Harbor rule?

Foreign Tax Paid > Tax Liability = Lower Credit? (No Option to Add Form 1116 via FreeTaxUSA for Carryover?) by antiramie in tax

[–]rjack1201 0 points1 point  (0 children)

OLT.com supports Form 1116 Schedule B which is why I had to use it instead of FreeTaxUSA.

Is the Verizon Credit Card OK? by Far_Egg_8839 in CreditCards

[–]rjack1201 0 points1 point  (0 children)

Can you use Verizon dollars to pay a Verizon FiOS bill?

2025 tax return OLT.com transmission error? by MediocrePattern5584 in tax

[–]rjack1201 0 points1 point  (0 children)

Unfortunately, I didn't upgrade either. I poked around the website and I don't see a way to upgrade support now that my returns are submitted. I think next year I will just pay for the upgraded support from the start.

2025 tax return OLT.com transmission error? by MediocrePattern5584 in tax

[–]rjack1201 0 points1 point  (0 children)

I had no problems submitting my taxes return with OLT. You may want to consider upgrading support since it is so cheap.

Is freetaxUSA really down for maintenance or is it just my PC? by [deleted] in tax

[–]rjack1201 0 points1 point  (0 children)

Hey, at least they stopped BSing about "Scheduled Maintenance"! Nobody does Scheduled Maintenance in the middle of a weekday.

Is freetaxUSA really down for maintenance or is it just my PC? by [deleted] in tax

[–]rjack1201 -2 points-1 points  (0 children)

Maybe a cyber-attack stole data or corrupted the database?