Search found 112 matches

by Flora
Sat Jul 02, 2016 8:20 pm
Forum: Personal Consumer Issues
Topic: Moving Seattle -> Madison?
Replies: 33
Views: 3633

Re: Moving Seattle -> Madison?

:dollar .http://www.livability.com/wi/madison/real-estate/why-madison-wis-is-the-best-city-in-america Perhaps you haven't heard that Madison, WI was ranked the best place to live in America for 2015! Though dropped to 3rd place for 2016: http://www.livability.com/best-places/top-100-best-places-to-l...
by Flora
Wed Jun 29, 2016 8:29 am
Forum: Personal Finance (Not Investing)
Topic: IRS Form 1041
Replies: 7
Views: 1033

Re: IRS Form 1041

Yes, you can use the 2015 form for 2016: https://www.irs.gov/instructions/i1041/ch01.html#d0e1232 (see Period Covered) 2015 Form 1041 may also be used for a tax year beginning in 2016 if: 1. The estate or trust has a tax year of less than 12 months that begins and ends in 2016, and 2. The 2016 Form ...
by Flora
Mon Jun 20, 2016 8:28 am
Forum: Personal Finance (Not Investing)
Topic: High Credit Card Debt- Need Help
Replies: 107
Views: 16461

Re: High Credit Card Debt- Need Help

Did you quit, or get laid off and can file for unemployment, or were you getting a 1099 for self-employment?
by Flora
Sun Jun 12, 2016 11:06 pm
Forum: Personal Finance (Not Investing)
Topic: Alternatives to Quicken 2016?
Replies: 58
Views: 16479

Re: Alternatives to Quicken 2016?

I will try that, thanks!
by Flora
Sun Jun 12, 2016 9:17 pm
Forum: Personal Finance (Not Investing)
Topic: Alternatives to Quicken 2016?
Replies: 58
Views: 16479

Re: Alternatives to Quicken 2016?

Thanks for the suggestions. I had already tried reinstalling the mondo patch. I'm not sure where my original Quicken 2014 CD is located.
by Flora
Sun Jun 12, 2016 8:58 pm
Forum: Personal Finance (Not Investing)
Topic: Alternatives to Quicken 2016?
Replies: 58
Views: 16479

Re: Alternatives to Quicken 2016?

I have Quicken 2014. I downloaded the "Mondo" update last week because I could no longer download transactions from my checkling acount and credit cards. Then, I opened Quicken, tried to link to my bank account to download transactions, was asked for a different type of password (Intuit?) which I do...
by Flora
Sun May 29, 2016 9:13 am
Forum: Personal Investments
Topic: best mutualfund/etf for graduate gift
Replies: 7
Views: 989

Re: best mutualfund/eft for grauate gift

Consider that student assets are dinged at 20% in the FAFSA EFC calculation.

Consider priming the pump with a matching Roth IRA contribution if the kids have earned income.
by Flora
Sun May 29, 2016 9:07 am
Forum: Personal Investments
Topic: Investing when you have an estranged spouse
Replies: 274
Views: 23717

Re: Investing when you have an estranged spouse

https://www.irs.gov/uac/newsroom/reques ... tax-return

Order your tax return transcripts. Be sure to check the mail box daily before he gets home from work.
by Flora
Thu May 26, 2016 9:17 pm
Forum: Personal Consumer Issues
Topic: Marvin vs. Andersen Windows: The Eternal Struggle
Replies: 58
Views: 110649

Re: Marvin vs. Andersen Windows: The Eternal Struggle

My vote goes to Kolbe & Kolbe windows.
by Flora
Tue May 24, 2016 11:00 pm
Forum: Personal Investments
Topic: 457, rIRA maxed 15% bracket invest where?
Replies: 7
Views: 619

Re: 457, rIRA maxed 15% bracket invest where?

Do your 457 plans have the Roth option?
by Flora
Sat Mar 26, 2016 6:58 am
Forum: Personal Finance (Not Investing)
Topic: AOTC claimed by child? [American Opportunity Tax Credit]
Replies: 21
Views: 3984

Re: AOTC claimed by child? [American Opportunity Tax Credit]

Excerpt from IRS Publication 970: Refundable Part of Credit Forty percent of the American opportunity credit is refundable for most taxpayers. However, if you were under age 24 at the end of 2015 and the conditions listed below apply to you, you can't claim any part of the American opportunity credi...
by Flora
Sat Mar 26, 2016 6:45 am
Forum: Personal Finance (Not Investing)
Topic: AOTC claimed by child? [American Opportunity Tax Credit]
Replies: 21
Views: 3984

Re: AOTC claimed by child? [American Opportunity Tax Credit]

IRS Publication 970 includes specific guidance regarding the refundable portion of the AOTC and the requirement for a taxpayer under age 24 to provide over one-half of her own support. This support must be provided from the taxpayer's own EARNED income (such as W-2, Schedule C) in order to claim the...