Search found 559 matches

by SlowMovingInvestor
Sun Apr 22, 2018 6:41 pm
Forum: Investing - Help with Personal Investments
Topic: Opinions on SPTM ETF in taxable for US stock index fund
Replies: 26
Views: 843

Re: Opinions on SPTM ETF in taxable for US stock index fund

Outafter20 wrote:
Sun Apr 22, 2018 6:37 pm
SlowMovingInvestor wrote:
Sun Apr 22, 2018 5:36 pm
Note that SPDR (the largest, most liquid SSGA ETF) is not among the list of commission free ETFs at TDAM. I'm guessing that ETF has enough volume that SSGA is not willing to pay TDAM to carry it commission free.
You mean SPY?
Yes. SPDR is what it was called earlier.
by SlowMovingInvestor
Sun Apr 22, 2018 5:36 pm
Forum: Investing - Help with Personal Investments
Topic: Opinions on SPTM ETF in taxable for US stock index fund
Replies: 26
Views: 843

Re: Opinions on SPTM ETF in taxable for US stock index fund

:shock: I didn’t think it would be that small! What can State Street do? Reverse split? That would be nice, but that spread is how SSGA can afford to offer such low ERs and pay TDA to feature these funds. :oops: Note that SPDR (the largest, most liquid SSGA ETF) is not among the list of commission ...
by SlowMovingInvestor
Sun Apr 22, 2018 4:07 pm
Forum: Investing - Help with Personal Investments
Topic: Opinions on SPTM ETF in taxable for US stock index fund
Replies: 26
Views: 843

Re: Opinions on SPTM ETF in taxable for US stock index fund

I would rather hold ITOT or VTI or one the Schwab ETFs, but at TDAM, it's the only one available commission free. So I do hold it at TDAM, but nowhere else. EDITED: And yes, the poor commission free choices at TDAM are why I'm considering moving my accounts once some holding periods expire. Fidelity...
by SlowMovingInvestor
Sun Apr 22, 2018 7:51 am
Forum: Investing - Theory, News & General
Topic: Tencent now largest non-US stock
Replies: 27
Views: 2967

Re: Tencent now largest non-US stock

One of the biggest risks with Tencent for a US based investor is the stock's ownership structure which is through a variable interest entity. A VIE is setup as a workaround to Chinese laws and regulations that ban foreign ownership in certain sectors. One day, the founders or the government could d...
by SlowMovingInvestor
Sun Apr 22, 2018 7:44 am
Forum: Personal Consumer Issues
Topic: Selling a car: how to get paid?
Replies: 55
Views: 3307

Re: Selling a car: how to get paid?

Not to hijack the thread, but this question could possibly be helpful to the OP as well: Should the seller make up a formal contract of sale, with an as-is disclaimer ? Or is the as-is implied in a private party sale ? [ My particular concern is if some sort of safety issue comes up in an older car ...
by SlowMovingInvestor
Sat Apr 21, 2018 3:47 pm
Forum: Personal Finance (Not Investing)
Topic: How do I make sure IRS receives my manual tax return ?
Replies: 84
Views: 5050

Re: How do I make sure IRS receives my manual tax return ?

Obviously, if Google does not have it, then it never happened, right, Right??? I have no doubt it is on google somewhere. Like most obscure searches that are dwarfed by the base subject, in this case the IRS. The problem will be getting your search parameters correct to get past the irrelevant cont...
by SlowMovingInvestor
Sat Apr 21, 2018 3:18 pm
Forum: Investing - Help with Personal Investments
Topic: Should I continue to hold REITs?
Replies: 48
Views: 3401

Re: Should I continue to hold REITs?

Another saving grace is that the recent tax law is advantageous to REITs and that will help too. I'm not entirely sure about that (but would welcome discussion). I gather the ability to exclude a part of pass through income benefits REITs, but the inability to deduct some debt may hurt them, since ...
by SlowMovingInvestor
Sat Apr 21, 2018 3:09 pm
Forum: Personal Finance (Not Investing)
Topic: How do I make sure IRS receives my manual tax return ?
Replies: 84
Views: 5050

Re: How do I make sure IRS receives my manual tax return ?

After more than 35 years in the tax prep business, this is the first time I've ever heard of this. Not saying for sure it didn't happen, or that you didn't hear it, but it has the look & feel of an urban legend to me. Or maybe it happened with a state agency. In any event, I have serious doubts the...
by SlowMovingInvestor
Sat Apr 21, 2018 10:48 am
Forum: Personal Consumer Issues
Topic: Termination of transfers from SPG and Marriott to airlines?
Replies: 92
Views: 4340

Re: Termination of transfers from SPG and Marriott to airlines?

Getting back to the Credit Card changes -- it looks like Mariott/AMEX is adding a free night award to the current SPG card ? I can't see any change announced for the Mariott Premier Rewards Business Card. My renewal is coming up. I don't really expect to make use of 2 free night awards, so I'm thin...
by SlowMovingInvestor
Sat Apr 21, 2018 10:10 am
Forum: Personal Finance (Not Investing)
Topic: How do I make sure IRS receives my manual tax return ?
Replies: 84
Views: 5050

Re: How do I make sure IRS receives my manual tax return ?

why can't you guys answer the question that was asked? would you keep extra $10 handed to you by the store cashier if he made a mistake? would IRS keep that extra $10,000 if taxpayer forgot about the estimated payments? Yes, IRS is scrupulously honest about things like this. If you have a credit of...
by SlowMovingInvestor
Sat Apr 21, 2018 10:08 am
Forum: Investing - Help with Personal Investments
Topic: Should I continue to hold REITs?
Replies: 48
Views: 3401

Re: Should I continue to hold REITs?

I have a small holding in REITS -- domestic and international. VNQI for international, and that has underperformed broad international stocks. For domestic, I hold some single family housing and residential REITS. My theory (valid or not) for doing that was that they might provide some exposure to t...
by SlowMovingInvestor
Fri Apr 20, 2018 8:25 pm
Forum: Investing - Theory, News & General
Topic: I’m still not a fan of international bond funds
Replies: 105
Views: 5257

Re: I’m still not a fan of international bond funds

I have a very small holding of emerging market government bonds -- EMB. It also holds USD debt. No foreign tax credit either (likely becase it invests in foreign goverment bonds. It seems to have performed decently, although I haven't compared it to domestic bond ETFs with equal credit quality. The ...
by SlowMovingInvestor
Fri Apr 20, 2018 8:07 pm
Forum: Personal Finance (Not Investing)
Topic: Got hit with a $2800 Medical bill. Can I negotiate?
Replies: 187
Views: 9260

Re: Got hit with a $2800 Medical bill. Can I negotiate?

BTW... when is the last time your insurance company gave you a discount simply because you asked for it? Not a discount per se, but insurance agreed to cover 2 blood tests my doctor ran as part of my annual physical for free (as preventive testing) when I called them to ask about it. They covered i...
by SlowMovingInvestor
Fri Apr 20, 2018 7:48 pm
Forum: Personal Finance (Not Investing)
Topic: Got hit with a $2800 Medical bill. Can I negotiate?
Replies: 187
Views: 9260

Re: Got hit with a $2800 Medical bill. Can I negotiate?

CedarWaxWing wrote:
Fri Apr 20, 2018 7:06 pm
BTW... when is the last time your insurance company gave you a discount simply because you asked for it?
Not a discount per se, but insurance agreed to cover 2 blood tests my doctor ran as part of my annual physical for free (as preventive testing) when I called them to ask about it.
by SlowMovingInvestor
Fri Apr 20, 2018 5:22 pm
Forum: Personal Finance (Not Investing)
Topic: How do I make sure IRS receives my manual tax return ?
Replies: 84
Views: 5050

Re: How do I make sure IRS receives my manual tax return ?

why can't you guys answer the question that was asked? would you keep extra $10 handed to you by the store cashier if he made a mistake? would IRS keep that extra $10,000 if taxpayer forgot about the estimated payments? No. They would send you a corrected return with a check a few months later, alo...
by SlowMovingInvestor
Fri Apr 20, 2018 5:04 pm
Forum: Personal Finance (Not Investing)
Topic: How do I make sure IRS receives my manual tax return ?
Replies: 84
Views: 5050

Re: How do I make sure IRS receives my manual tax return ?

I just mailed mine today from my local post office. They gave me tracking numbers. I can check the tracking numbers and find out when it arrived at its destination. They, state and federal, were postmarked April 16th. That's exactly what I did. I mailed my taxes on the 16th. Today, on the 20th, as ...
by SlowMovingInvestor
Fri Apr 20, 2018 4:35 pm
Forum: Personal Consumer Issues
Topic: Factor in evaluating Physicians
Replies: 86
Views: 4415

Re: Factor in evaluating Physicians

Honestly, the number of folks upset their doctor get a free sandwich is a bit unbelievable. I think many on here are a bit perturbed that they are not courted with free food and drink? As someone who used to deal with high tech vendors as an IT manager all the time, I was courted with free food and...
by SlowMovingInvestor
Fri Apr 20, 2018 10:21 am
Forum: Personal Consumer Issues
Topic: Factor in evaluating Physicians
Replies: 86
Views: 4415

Re: Factor in evaluating Physicians

My spouse has never accepted anything from a drug rep and yet she is on there for about $50 a year. She does invite diabetes patients to a after hours meeting once a year (in which she doesn't get paid) and invite drug reps to present the latest and greatest diabetes control devices to the patients...
by SlowMovingInvestor
Fri Apr 20, 2018 10:09 am
Forum: Personal Finance (Not Investing)
Topic: Got hit with a $2800 Medical bill. Can I negotiate?
Replies: 187
Views: 9260

Re: Got hit with a $2800 Medical bill. Can I negotiate?

To make this thread somewhat actionale, here is a book I read recently (from my local library)

https://www.amazon.com/Your-Best-Health ... 1501132865

Worth a read. The author is pretty down on HSAs, but (as this thread shows), for many people they aren't a great idea.
by SlowMovingInvestor
Thu Apr 19, 2018 7:46 pm
Forum: Personal Finance (Not Investing)
Topic: Foreign taxation of tax-advantaged accounts [US expat]
Replies: 4
Views: 260

Re: Foreign taxation of tax-advantaged accounts [US expat]

For a country like Japan (I assume there are many others that take this approach), does this statement apply equally to pre-retirement dividends and capital gains within the tax advantaged account, or just to the tax treatment of contributions and distributions to/from the account? For example, ass...
by SlowMovingInvestor
Thu Apr 19, 2018 6:03 pm
Forum: Investing - Help with Personal Investments
Topic: Best way to move money to the US for investing
Replies: 10
Views: 797

Re: Best way to move money to the US for investing

Hi guys, I have been researching on this but cannot find a solid answer. I wonder if anyone has any experience moving a lump some of money from outside of the US to a US bank or a brokerage company like Vanguard.I will be selling a piece of property outside of the US (and will therefore be taxed ab...
by SlowMovingInvestor
Thu Apr 19, 2018 3:47 pm
Forum: Personal Consumer Issues
Topic: Factor in evaluating Physicians
Replies: 86
Views: 4415

Re: Factor in evaluating Physicians

Among the doctors with the top payments, there is a family medicine doctor who received $43M ! That intrigued me enough that I looked it up to find the doctor and her husband (also a doctor) sold a company to Abbot Labs. I actually think its quite creditable if the doctor continues to practice famil...
by SlowMovingInvestor
Thu Apr 19, 2018 2:11 pm
Forum: Personal Finance (Not Investing)
Topic: Got hit with a $2800 Medical bill. Can I negotiate?
Replies: 187
Views: 9260

Re: Got hit with a $2800 Medical bill. Can I negotiate?

I'm taking about the traditional copay insurance (you pay $30 to go to the doctor, $50 to go to emergency room, $70 to go to the specialist) vs. a HDHP where you pay the first $X up to your deductible, then co insurance up to your OOP max. My insurance has all of those elements - copay, deductible,...
by SlowMovingInvestor
Thu Apr 19, 2018 12:23 pm
Forum: Personal Finance (Not Investing)
Topic: Got hit with a $2800 Medical bill. Can I negotiate?
Replies: 187
Views: 9260

Re: Got hit with a $2800 Medical bill. Can I negotiate?

I'm a little confused why there are so many comments that $5900 is a high deductible. Of the plans I've seen available, this is on the low end. This is the highest I've seen for an individual. 2 or 3K is more common. However, I think 5900 may not be the deductible in this case, but the OOP max. Eve...
by SlowMovingInvestor
Thu Apr 19, 2018 11:41 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 931
Views: 160946

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

If one was to transfer over 100k to the ally brokerage from the ally savings I would imagine it to be a smooth process. However, for an emergency fund where could one park the money to keep a comparable rate that it was getting in the ally savings? Maybe not worth the hassle for 300$? It has to be ...
by SlowMovingInvestor
Thu Apr 19, 2018 11:11 am
Forum: Personal Consumer Issues
Topic: Termination of transfers from SPG and Marriott to airlines?
Replies: 92
Views: 4340

Re: Termination of transfers from SPG and Marriott to airlines?

Getting back to the Credit Card changes -- it looks like Mariott/AMEX is adding a free night award to the current SPG card ? I can't see any change announced for the Mariott Premier Rewards Business Card. My renewal is coming up. I don't really expect to make use of 2 free night awards, so I'm think...
by SlowMovingInvestor
Thu Apr 19, 2018 8:41 am
Forum: Personal Finance (Not Investing)
Topic: Got hit with a $2800 Medical bill. Can I negotiate?
Replies: 187
Views: 9260

Re: Got hit with a $2800 Medical bill. Can I negotiate?

I'm a little confused why there are so many comments that $5900 is a high deductible. Of the plans I've seen available, this is on the low end. This is the highest I've seen for an individual. 2 or 3K is more common. However, I think 5900 may not be the deductible in this case, but the OOP max. Eve...
by SlowMovingInvestor
Thu Apr 19, 2018 8:16 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 931
Views: 160946

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I got an emailed offer from Ally Investing. I am an Ally Bank customer, so those who are customers may find the offer in the email Free trades and $100K --> $300 $250K -> $600 $500K -> $1200 $1M -> $2500 90 day holding period Might be worth getting a quick bonus, although Ally Investing is new enoug...
by SlowMovingInvestor
Wed Apr 18, 2018 2:16 pm
Forum: Personal Finance (Not Investing)
Topic: Got hit with a $2800 Medical bill. Can I negotiate?
Replies: 187
Views: 9260

Re: Got hit with a $2800 Medical bill. Can I negotiate?

While the various types/models of HMOs differ, such HMOs (in my experience) do much better at telling you what something will cost. In my current plan (Kaiser) a great many types of surgery are done outpatient or only an overnight stay - at their facility. No matter what the type done at their faci...
by SlowMovingInvestor
Wed Apr 18, 2018 12:36 pm
Forum: Personal Finance (Not Investing)
Topic: Got hit with a $2800 Medical bill. Can I negotiate?
Replies: 187
Views: 9260

Re: Got hit with a $2800 Medical bill. Can I negotiate?

I think every healthy person on HDHP should set aside at least the deductible amount in a liquid account because one may not get sick, but accidents could happen. If you HSA eligible HDHP, the HSA is one of the best deals there is out there to park this moneyh. Tax deductible going in (including FI...
by SlowMovingInvestor
Wed Apr 18, 2018 12:15 pm
Forum: Personal Finance (Not Investing)
Topic: Suddenly I had a weird bill go to collections - what's my course of action?
Replies: 36
Views: 3162

Re: Suddenly I had a weird bill go to collections - what's my course of action?

Will work on the citation, but you don't seem to understand. It is the PROVIDER who is doing something illegal. He is the one with the contract with the insurance company stating he will bill x for procedure y for everyone of those patients who have insurance z. That's only if you ask the provider ...
by SlowMovingInvestor
Wed Apr 18, 2018 11:22 am
Forum: Personal Finance (Not Investing)
Topic: Got hit with a $2800 Medical bill. Can I negotiate?
Replies: 187
Views: 9260

Re: Got hit with a $2800 Medical bill. Can I negotiate?

You ask your provider how much will service y cost me? They say they have no clue, because they literally don't know. And that is for a simple fee for service model. Then start throwing in quality measures and all that jazz and nobody can actually tell you what anything costs. Literally the provide...
by SlowMovingInvestor
Wed Apr 18, 2018 11:12 am
Forum: Personal Consumer Issues
Topic: landline solutions
Replies: 27
Views: 1499

Re: landline solutions

I'd prefer not to use internet based VoIP type services (unreliable at times), but am open to considering anything that will cost us less. If you are concerned about it working during a power outage then you can get a inexpensive battery backup that will last a couple of hours. I don't know if it t...
by SlowMovingInvestor
Tue Apr 17, 2018 8:32 pm
Forum: Investing - Help with Personal Investments
Topic: Best way to move money to the US for investing
Replies: 10
Views: 797

Re: Best way to move money to the US for investing

Hi guys, I have been researching on this but cannot find a solid answer. I wonder if anyone has any experience moving a lump some of money from outside of the US to a US bank or a brokerage company like Vanguard.I will be selling a piece of property outside of the US (and will therefore be taxed ab...
by SlowMovingInvestor
Tue Apr 17, 2018 8:03 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard Cost Basis Transfer Issues
Replies: 1
Views: 308

Vanguard Cost Basis Transfer Issues

I transferred shares of a Vanguard fund to another online brokerage a couple of months ago. Some of the Vanguard shares were 'noncovered', i.e. purchased before Jan 1 2012, and Vanguard only had average cost information (or so they say). After the transfer, the covered shares transferred cost basis ...
by SlowMovingInvestor
Tue Apr 17, 2018 1:12 pm
Forum: Personal Finance (Not Investing)
Topic: Best High Interest Savings Account?
Replies: 20
Views: 1747

Re: Best High Interest Savings Account?

If you have money at a brokerage like Vanguard or Schwab you can use their Money Market Funds to get ~1.65-1.75% on any balance. That's not been my experience with Vanguard for well over a decade. They're consistently way below even the second tier online savings accounts. Right now Prime MMA is pa...
by SlowMovingInvestor
Tue Apr 17, 2018 10:14 am
Forum: Personal Consumer Issues
Topic: Termination of transfers from SPG and Marriott to airlines?
Replies: 92
Views: 4340

Re: Termination of transfers from SPG and Marriott to airlines?

I think (although haven't looked at it much) some of these hotel card awards (MR and the IHG free night award, even capped now) could be really useful for European or Asian travel. Hotels in major European cities such as London can be extraordinarily expensive, so even a non top tier hotel can be a...
by SlowMovingInvestor
Tue Apr 17, 2018 9:44 am
Forum: Personal Consumer Issues
Topic: Termination of transfers from SPG and Marriott to airlines?
Replies: 92
Views: 4340

Re: Termination of transfers from SPG and Marriott to airlines?

How easy is it to make use of the free night offer for the MR card currently ? Are there lots of blackout periods in the top properties ? The free night for the old Marriott Visa was restricted to cat 1-5 properties, so not usable what most people consider top properties. I got sufficient value out...
by SlowMovingInvestor
Tue Apr 17, 2018 5:28 am
Forum: Personal Consumer Issues
Topic: Termination of transfers from SPG and Marriott to airlines?
Replies: 92
Views: 4340

Re: Termination of transfers from SPG and Marriott to airlines?

What did change, however, is the earnings rate for the SPG Amex card. The unbonused spend now (August) earns 2 Marriott points instead of one Star Point. Since 1 Star Point equals 3 Marriott points, that is a loss of 1/3 of value when transferred to airlines. Amex SPG was my top card to use for mis...
by SlowMovingInvestor
Mon Apr 16, 2018 3:49 pm
Forum: Personal Consumer Issues
Topic: Termination of transfers from SPG and Marriott to airlines?
Replies: 92
Views: 4340

Re: Termination of transfers from SPG and Marriott to airlines?

The new plan keeps the airline transfer, and at the same rates, including the bonus. You can also convert Mariott into airline miles at a 3:1 ratio (as now, it seems).
.
A lot of other changes, but (as I thought) the rumot that Marriott might cancel all transfers turned out to be wrong.
by SlowMovingInvestor
Sat Apr 14, 2018 6:15 pm
Forum: Personal Consumer Issues
Topic: Termination of transfers from SPG and Marriott to airlines?
Replies: 92
Views: 4340

Re: Termination of transfers from SPG and Marriott to airlines?

The majority of respondents so far are unperturbed. They have plans for using Marriott-SPG points even without airline transfer. But for me, airline miles are more valuable and thus I have acted on the rumor. If there are a few Bogleheads (or lurkers) who value airline transfers and don't want to r...
by SlowMovingInvestor
Fri Apr 13, 2018 3:43 pm
Forum: Personal Consumer Issues
Topic: Termination of transfers from SPG and Marriott to airlines?
Replies: 92
Views: 4340

Re: Termination of transfers from SPG and Marriott to airlines?

I have seen no reliable source that the airline transfer will be eliminated without notice. I plan on holding on to my Marriott and SPG miles....for now. I fully agree that the rumors about termination of transfers are unreliable. However, I am thinking of this as a Pascal's Wager. If the transfers...
by SlowMovingInvestor
Fri Apr 13, 2018 4:58 am
Forum: Personal Finance (Not Investing)
Topic: Bank of America/Merrill Edge - Preferred Rewards
Replies: 438
Views: 87177

Re: Bank of America/Merrill Edge - Preferred Rewards

There's a $1000 bonus available now. Strange, it didn't come up when I clicked your link, but I copy and pasted the following and it worked: https://www.merrilledge.com/offers/1000offer "Respond by April 13, 2018", so gotta act fast if you're doing it! I thought it was 90 days, but now I'm seeing 1...
by SlowMovingInvestor
Thu Apr 12, 2018 2:05 pm
Forum: Personal Finance (Not Investing)
Topic: My PCP Won't See Me After Auto Accident - How to Handle With Insurance Company?
Replies: 39
Views: 3861

Re: My PCP Won't See Me After Auto Accident - How to Handle With Insurance Company?

It does get paid, at first. A claim is filed for an office visit, maybe CPT 99213. ICD10 is M54.5 for back pain. Everyone has back pain or neck pain. Claim is paid. A few months later the medical insurance learns that the back pain is due to an auto accident. So they request records and decide to t...
by SlowMovingInvestor
Thu Apr 12, 2018 2:01 pm
Forum: Personal Finance (Not Investing)
Topic: My PCP Won't See Me After Auto Accident - How to Handle With Insurance Company?
Replies: 39
Views: 3861

Re: My PCP Won't See Me After Auto Accident - How to Handle With Insurance Company?

Based on this thread, it would seem it's actually a negative to have medical coverage on your auto policy (unless required by the state) when you have good health insurance ? Since it might restrict your choice of doctors or hospitals ? Personally, I would much rather a doctor tell me up front that ...
by SlowMovingInvestor
Thu Apr 12, 2018 11:28 am
Forum: Personal Finance (Not Investing)
Topic: [Help completing the TN state tax return]
Replies: 73
Views: 2225

Re: Why is TurboTax saying I need to file multiple state tax returns?

M But going back to my last post, I'm still confused on how to allocate the exact breakdowns of interest income, stocks sold, etc. or whatever else I need to allocate to the state of California? Because SlowMovingInvestor said you could just allocate it based off days in CA while seawolf21 said you...
by SlowMovingInvestor
Thu Apr 12, 2018 10:34 am
Forum: Personal Finance (Not Investing)
Topic: My PCP Won't See Me After Auto Accident - How to Handle With Insurance Company?
Replies: 39
Views: 3861

Re: My PCP Won't See Me After Auto Accident - How to Handle With Insurance Company?

I'm a little confused by this thread. If someone has medical insurance, and goes to an in-network doctor (PCP), are people saying that in that case, the doctor has to bill the auto insurance company, not your medical insurance company ? I thought most auto coverage was secondary. I do remember that ...
by SlowMovingInvestor
Thu Apr 12, 2018 10:21 am
Forum: Investing - Theory, News & General
Topic: WSJ--Fidelity Is Revamping How It Charges You for Financial Advice
Replies: 14
Views: 1999

Re: WSJ--Fidelity Is Revamping How It Charges You for Financial Advice

Wow! I have almost everything at Fidelity. IRA, Roth, Taxable. If they start charging fees like that, I will be gone like the wind. This article isn't relevant for most Bogleheads. It's not for DIY investors, it's for people who use their "wealth management services". And it looks like they're clai...
by SlowMovingInvestor
Wed Apr 11, 2018 6:06 pm
Forum: Personal Finance (Not Investing)
Topic: [Help completing the TN state tax return]
Replies: 73
Views: 2225

Re: Why is TurboTax saying I need to file multiple state tax returns?

So here is my question...when I then finish the federal portion and switch over to the state income tax it asks me to allocate the interest, dividends and stock sales based off time from California compared to the rest of the year. It has all the year data that I entered previously and TurboTax Pre...
by SlowMovingInvestor
Wed Apr 11, 2018 6:01 pm
Forum: Personal Finance (Not Investing)
Topic: [Help completing the TN state tax return]
Replies: 73
Views: 2225

Re: Why is TurboTax saying I need to file multiple state tax returns?

NJ non-resident forms allows a Federal MFJ to file NJ MFS for spouse working in NJ and it DIDN'T involve having to create a Fed MFS return. There are worksheets in TT that allow excluding the CT spouse's W2 income from NJ calculation but you can only access it in FORMS mode. Not to hijack this thre...