Recent content by LarryMelman

I have several ETF's and preferred stocks that take their sweet time to report the breakdown of their distributions as to the qualified vs. non-qualified dividend vs. capital gain distribution vs. return of capital.

There is now a 10% off coupon active on https://www.amazon.com/Quicken-Classic-Personal-Finance-Software/dp/B0CGMMK9C6 (Quicken Deluxe, list price 59.88). I guess that's the best we will get this year.

Reviving this thread. Quicken Deluxe is showing at 59.88 which is the same base price as this time last year. Waiting and hoping for 40% off. Another ritual of the holiday season! edit: could it be that the new list price is 79.99 per...

Last year, my gift card never came. I reported it and Amazon credited $10 back to my credit card. So don't forget about it.

Like you, I got Premier free from Fidelity until they took it away in 2018. I bought Premier in 2018 and 2019, but have used Deluxe ever since. It handles basic 1099 stuff. However when I sell any of my ESPP stock from a prior employer, I think I'll need Premier to handle that correctly (I...

It is one of the cherished rituals of the holiday season. Makes me all warm and fuzzy and whatnot.

Ah, the annual debate that has no answer. I got free TT in 2016-17 but not in 2018 with over $2M and 30+ years of loyalty with them, the reason being that "your relationship with Fidelity is insufficient" in exactly those words. I will never forget that. I moved over half my Fidelity assets...

Wait a minute. Who is laying off engineers? And giving them a year of severance? We don't lay off because we know the possibility of hiring replacements is pretty much zero (we've had openings for months to years and get literally NO qualified applicants). Retirements are killing us. From...

I have been reinvesting dividends in my taxable account for over a decade. So I have literally thousands of little positions with their own cost basis. When the time comes that I want to start withdrawing dividends for cash to live on, it seems to me that it could be better tax-wise to cash...

I keep my last insurance claim "EOB's" for each year which state for example: "You've met a total of $1,813.29 toward your $3,000 in network family out of pocket expenses for 2022" Then sometime in the future, I'll take a 1813.29 HSA withdrawal to match it. I do have spreadsheets for each...

Read again -

There's never been any proof that it's based on account balance. And I am too lazy to go back and look up the old arguments about it.

ALL the qualifications appear to be needed, then. Since I've had more than $250K at Fidelity for decades.

Here is what I see. I am a customer since early 1987. Currently, a taxable account and a rollover IRA with them, combined about $1.5M. Also my current small 401k. At the end of 2018, I had about $1.7M there, right before they told me "my relationship with Fidelity was insufficient" for free...

When I click on Customize, there is nothing more for me to add.