Search found 9 matches

by OSUBucks4Evr
Thu Aug 24, 2017 9:07 pm
Forum: Personal Finance (Not Investing)
Topic: Rejected By Two Banks For an On-Line Savings Account….why?
Replies: 24
Views: 3471

Re: Rejected By Two Banks For an On-Line Savings Account….why?

Thanks to everyone who responded! I knew if I asked here I would get good advice/suggestions, and you didn't let me down. I will have my daughter contact Synchrony and get to the bottom of this.
by OSUBucks4Evr
Thu Aug 24, 2017 8:07 pm
Forum: Personal Finance (Not Investing)
Topic: Rejected By Two Banks For an On-Line Savings Account….why?
Replies: 24
Views: 3471

Re: Rejected By Two Banks For an On-Line Savings Account….why?

No, she has not contacted them yet. I thought I would first ask here whether anyone has had this happen before, and why.
by OSUBucks4Evr
Thu Aug 24, 2017 7:46 pm
Forum: Personal Finance (Not Investing)
Topic: Rejected By Two Banks For an On-Line Savings Account….why?
Replies: 24
Views: 3471

Rejected By Two Banks For an On-Line Savings Account….why?

My daughter turned 18 a couple weeks ago. She has had her own checking and savings accounts at a brick-and-mortar bank for two years now (I’m on the accounts also, as they were set up when she was under age). She has also been an authorized user on one of my credit cards for the past year. When she ...
by OSUBucks4Evr
Sun Jun 18, 2017 11:22 am
Forum: Investing - Help with Personal Investments
Topic: Can I Use a 529 Account to Pay for Multiple Computing Devices
Replies: 3
Views: 694

Can I Use a 529 Account to Pay for Multiple Computing Devices

Bogleheads, My apologies for this post being so long. I am not good at being succinct. My question is whether 529 dollars can be used to pay for the purchase of multiple computing devices (an iPad mini and a laptop) for the same student. In this case, they will be purchased in the same year. This fa...
by OSUBucks4Evr
Tue Sep 20, 2016 11:14 am
Forum: Investing - Help with Personal Investments
Topic: Question on 529 Plans and School Refunds
Replies: 1
Views: 409

Question on 529 Plans and School Refunds

Hello Bogleheads, I have a question on 529 plans. My daughter is a sophomore at our state flagship university. I have a 529 plan for her that we’ve been using to pay for her QHEE (qualified higher education expenses). In Aug 2016, I withdrew funds from her 529 plan to pay for her Autumn 2016 semeste...
by OSUBucks4Evr
Sun Jan 24, 2016 10:26 pm
Forum: Personal Finance (Not Investing)
Topic: Not Sure Which Federal Tax Form to File
Replies: 14
Views: 1409

Re: Not Sure Which Federal Tax Form to File

OP here. Many thanks to everyone who replied. The info you provided was very helpful.

mizchief - I do use TurboTax, so thanks for the heads up about its tendency to misinterpret the 1099 info.
by OSUBucks4Evr
Fri Jan 22, 2016 5:42 pm
Forum: Personal Finance (Not Investing)
Topic: Not Sure Which Federal Tax Form to File
Replies: 14
Views: 1409

Re: Not Sure Which Federal Tax Form to File

livesoft – Thank you for your swift response. To be honest, I am still learning in regard to 529 funds and their tax treatment. Daughter is the older of our 2 kids and just started college a few months ago, so to date I’ve never had to address the 529 withdrawals issue on a tax return. A few months ...
by OSUBucks4Evr
Fri Jan 22, 2016 4:55 pm
Forum: Personal Finance (Not Investing)
Topic: Not Sure Which Federal Tax Form to File
Replies: 14
Views: 1409

Not Sure Which Federal Tax Form to File

Hello Fellow Bogleheads, I have a question about which federal tax form my teenage daughter needs to file this year. She’s currently 18 and a freshman at a public university in our home state. In 2015, she worked part-time at a fast-food restaurant and her total earnings were less than the standard ...
by OSUBucks4Evr
Sun Aug 02, 2015 11:36 am
Forum: Personal Finance (Not Investing)
Topic: Filing an Amended Tax Return
Replies: 2
Views: 437

Filing an Amended Tax Return

Hello everyone. I have been reading Bogleheads for 2 years now and have benefitted many times from the stellar advice given here. My question is a simple one about filing an amended tax return, but I have been unable to find an answer on my own. I just now finished amending my 2014 federal tax retur...