Search found 12 matches

by MrJones
Tue Mar 21, 2017 9:34 pm
Forum: Personal Finance (Not Investing)
Topic: Salary / employment verification
Replies: 25
Views: 1843

Re: Salary / employment verification

I guess I don't get why it is okay to give your wife's salary but you are so against giving yours. If it is a joint application, of course they want both. In this particular case, wife worked a partial year, and so based on that, they have no idea what her actual salary is (gave them a W2). But mor...
by MrJones
Tue Mar 21, 2017 9:01 pm
Forum: Personal Finance (Not Investing)
Topic: Salary / employment verification
Replies: 25
Views: 1843

Re: Salary / employment verification

I guess I don't get why it is okay to give your wife's salary but you are so against giving yours. If it is a joint application, of course they want both. In this particular case, wife worked a partial year, and so based on that, they have no idea what her actual salary is (gave them a W2). But mor...
by MrJones
Tue Mar 21, 2017 8:57 pm
Forum: Personal Finance (Not Investing)
Topic: Salary / employment verification
Replies: 25
Views: 1843

Re: Salary / employment verification

As we discuss often here, income means very little without knowing expenses. You could have a 6 figure income and live paycheck to paycheck. They shouldn't be allowed to ask open-ended questions on personal information. If they have some silly qualification threshold in mind, they should just ask, ...
by MrJones
Tue Mar 21, 2017 8:55 pm
Forum: Personal Finance (Not Investing)
Topic: Salary / employment verification
Replies: 25
Views: 1843

Re: Salary / employment verification

rob wrote:If you want to take the risk... go with I'm contractually prohibited from disclosing this information to non-HR parties.


I like this the best. I'll try it, thanks.
by MrJones
Tue Mar 21, 2017 8:54 pm
Forum: Personal Finance (Not Investing)
Topic: Salary / employment verification
Replies: 25
Views: 1843

Re: Salary / employment verification

Depends on the rental laws in your area. If you live in an area with rent and eviction controls they may want verification of your income in order to determine if you can cover the cost of the rental in the event your partner loses her job. Similarly they what if you divorce your partner and choose...
by MrJones
Tue Mar 21, 2017 8:52 pm
Forum: Personal Finance (Not Investing)
Topic: Salary / employment verification
Replies: 25
Views: 1843

Re: Salary / employment verification

Thanks so much everyone for all the views and suggestions.

Update: so I found out they've already qualified us for the rental, and we've completed signing the leases. They still need proof (of employment and/or salary, it's not clear) before we move in.
by MrJones
Mon Mar 20, 2017 4:28 pm
Forum: Personal Finance (Not Investing)
Topic: Salary / employment verification
Replies: 25
Views: 1843

Salary / employment verification

So a rental place wants to know my salary. This is unnecessary because my spouse's salary, which they already have proof for, more than covers their threshold for the rental. I'd rather not have my salary filed with every place I rent from. I tried politely asking why they really needed it, and they...
by MrJones
Sun Mar 19, 2017 9:35 am
Forum: Personal Finance (Not Investing)
Topic: CA HSA dividends tax reporting
Replies: 4
Views: 291

Re: CA HSA dividends tax reporting

Thanks for the confirmation Artsdoctor.
by MrJones
Sat Mar 18, 2017 5:19 pm
Forum: Personal Finance (Not Investing)
Topic: CA HSA dividends tax reporting
Replies: 4
Views: 291

Re: CA HSA dividends tax reporting

Thanks Kaneohe, that helps. I was mainly wondering what others do because filing out any forms just seemed wrong. But it sounds like that's what happens in practice.
by MrJones
Sat Mar 18, 2017 10:03 am
Forum: Personal Finance (Not Investing)
Topic: IRS moving expense deduction and home offices
Replies: 3
Views: 371

Re: IRS moving expense deduction and home offices

Did you claim office-in-home expenses? Did you receive travel expenses when you went to the main office once a quarter? Either of those might help establish where your old job was. Thanks, that's helpful. I never claimed home office expenses because it seemed like too much trouble for too little. I...
by MrJones
Sat Mar 18, 2017 2:51 am
Forum: Personal Finance (Not Investing)
Topic: CA HSA dividends tax reporting
Replies: 4
Views: 291

CA HSA dividends tax reporting

I have an employer sponsored HSA account with Optum. The money there is invested in a Vanguard S&P 500 mutual fund, and I earned dividends on it last year. I understand I have to pay taxes on this income in California. However, Optum sent me no tax forms pertaining to the dividends. Is this norm...
by MrJones
Sat Mar 18, 2017 2:30 am
Forum: Personal Finance (Not Investing)
Topic: IRS moving expense deduction and home offices
Replies: 3
Views: 371

IRS moving expense deduction and home offices

Hi Bogleheads, Long time lurker here. I'm trying to figure out how the IRS moving expense deduction works in the context of home-office employees. I was a home office employee with company A, which had its branch office about 200 miles from where my old residence. I used to go to the branch office s...

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