Search found 4 matches

by stagolee
Mon Oct 29, 2018 1:55 pm
Forum: Personal Investments
Topic: Disqualification of qualified dividends
Replies: 2
Views: 701

Re: Disqualification of qualified dividends

Thanks, livesoft!
by stagolee
Mon Oct 29, 2018 1:16 am
Forum: Personal Investments
Topic: Disqualification of qualified dividends
Replies: 2
Views: 701

Disqualification of qualified dividends

Hi all,

I recently sold some shares of VFWIX (Vanguard FTSE All-World ex-US) at a loss. I'd held some of these shares less than 61 days and received some qualified dividends during that period, so they should be disqualified and taxed as ordinary dividends, if I understand correctly.

Will Vanguard automatically account for the disqualification in my 1099-DIV, or will I have to make the adjustment myself? If I have to do it myself, where would I find the exact amount of the distribution that the fund considered qualified?

Thanks in advance for any help!
by stagolee
Fri Jun 01, 2018 3:38 pm
Forum: Personal Consumer Issues
Topic: Credit card question - get Uber's new 4%er?
Replies: 60
Views: 11389

Re: Credit card question - get Uber's new 4%er?

For correspondence related to your application, you can call Barclays at:

866-205-5973

I'm in the middle of some back and forth with them about the fraud alert on my credit report... They're supposed to call my # to verify the application, but they always claim no phone # is associated with the alert... no matter how many times the bureaus tell me it has been added. I'm now having it removed and switching to a credit freeze after the application process is complete.
by stagolee
Fri Nov 24, 2017 4:24 pm
Forum: Personal Investments
Topic: Looking for 2nd opinions on early retirement portfolio & plan
Replies: 11
Views: 2562

Re: Looking for 2nd opinions on early retirement portfolio & plan

I'm in the same boat. I found this article helpful:

https://www.caniretireyet.com/generatin ... re-age-59/

Also, this is my first hello to the Bogleheads community. Long time reader, first time poster. Thanks for all of the amazing advice over the last few years!