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Re: question re: my 1099-B form from Vanguard

For the sales that don't have acquisition dates, perhaps the shares sold were acquired on different dates in which case you'd need to use "VARIOUS" when you enter those transactions on schedule D or form 8949. This could be the case if you made periodic purchases or reinvested distributio...
by emh
Sat Feb 09, 2013 10:07 am
 
Forum: Personal Finance (Not Investing)
Topic: question re: my 1099-B form from Vanguard
Replies: 3
Views: 494

question re: my 1099-B form from Vanguard

I'm hoping someone here can help me out with a question about my 1099-B form from Vanguard. I just got off the phone with Vanguard and they were unable to answer my question even though they're the ones who sent me the form. And it seemed like a fairly straightforward question. So here goes. I have ...
by emh
Fri Feb 08, 2013 2:53 pm
 
Forum: Personal Finance (Not Investing)
Topic: question re: my 1099-B form from Vanguard
Replies: 3
Views: 494

Re: ROTH IRA conversion question

Great, thanks for the additional information!

And now that I think about it, I have one more questions: I have about $20,000 in capital loss carryover. Can I use that as well to pull more money out of my traditional IRA and into a Roth IRA without paying taxes?
by emh
Fri Oct 21, 2011 2:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: ROTH IRA conversion question
Replies: 10
Views: 373

Re: ROTH IRA conversion question

Thanks Alan S. Pardon my ignorance, but how would I know if I have "basis in my TIRA from non deductible contributions?
by emh
Fri Oct 21, 2011 1:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: ROTH IRA conversion question
Replies: 10
Views: 373

Re: ROTH IRA conversion question

Great, thanks for the information! Does the conversion have to be completed by December 31st? Or is there some leeway on the date?
by emh
Fri Oct 21, 2011 1:24 pm
 
Forum: Investing - Help with Personal Investments
Topic: ROTH IRA conversion question
Replies: 10
Views: 373

ROTH IRA conversion question

Here's my situation. I will have essentially zero income in 2011. My only income will be from dividends and capital gains from my investments. I'm expecting those to be less than $3,000. My retirement is in a regular IRA with vanguard. If I understand how this works, this year would be a good time t...
by emh
Fri Oct 21, 2011 12:37 pm
 
Forum: Investing - Help with Personal Investments
Topic: ROTH IRA conversion question
Replies: 10
Views: 373

Thanks for the responses! To answer some of the questions...

1) My capital gains position is that I have HUGE capital loses this year.

2) Reason for doing this is to make some changes to my asset allocation. No plans on rebuying the fund in question.
by emh
Sun Dec 12, 2010 6:13 pm
 
Forum: Investing - Theory, News & General
Topic: Selling a dividend
Replies: 4
Views: 792

Selling a dividend

This is probably a strange question but I'm going to ask it anyway. I know all about the cons associated with "buying a dividend". But what about the opposite - selling a fund shortly before a dividend distribution? Is this good, bad, indifferent or does it depend on the particular circums...
by emh
Sun Dec 12, 2010 10:20 am
 
Forum: Investing - Theory, News & General
Topic: Selling a dividend
Replies: 4
Views: 792

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