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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...

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 ...

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?

Thanks Alan S. Pardon my ignorance, but how would I know if I have "basis in my TIRA from non deductible contributions?

Great, thanks for the information! Does the conversion have to be completed by December 31st? Or is there some leeway on the date?

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...

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.

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...