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After a couple of days feeling sorry for myself (no bacon? no cheese? waahhh) I've grudgingly come to accept that this may actually be a positive thing in terms of health. But I'm taking every opportunity to be self-indulgent -more mayo on that turkey sandwich! Thanks for your kind responses.

Had a recent tick bite looked at for possible Lyme disease. The doc had a bunch of blood tests done including for Alpha-gal Syndrome (AGS); result was a high positive. So no mammalian meat or dairy for me, at least for a while. I'll be seeing an allergist for further evaluation, but for now I'm...

We elected to get all communications/statements electronically EXCEPT our tax documents. Have gotten them every year by mail as well as loading directly into tax software. This year only one (inherited) IRA was sent by mail, our other account docs have not. Anyone else having a problem?

Just (1/26) downloaded the latest update (Fed & State & Efile Deluxe). Still not fixed. :mad: Amended to say: Fix mentioned in IP's above post does seem to work, good catch. But shouldn't have to do it.

Got it, thanks. Interesting that in this case at least tax avoidance doesn't make sense!

The mm fund (VMFXX) reports as dividends, so are taxed at 15% in our case. So 5% * 0.85 = 4.25%, an even stronger argument against the munis. Thanks.

Thanks. We're in the 22% bracket. I guess I don't get the math implicit in your reply....?

As a result of recent rebalancing and tax-loss harvesting we have considerable funds in a money mkt fund in our joint taxable account. Our AA across all accounts is where we want it. The money mkt fund at the moment is yielding over 5%, all taxable of course. Wondering if it would make sense to...

Sorry, that didn't paste in for some reason.

Help me interpret this? Here's a screen shot from Port. Visualizer. It seems to show a perfect (1.0) correlation between VOO and VTI, but VOO is a subset of VTI. What do I not understand??

Thanks, I remember seeing M* x-ray when it was included in Quicken, but never tried it. And PV looks interesting too. Found this site with tools for ETF's: https://www.etfrc.com/index.php

Don't know if there is such a thing or where to find it. Our holdings, mostly VG funds & ETFs, are in multiple deferred accounts and a couple taxable, and over the years we (I) have "diversified" into a lot of different holdings. I suspect there is a fair amount of overlap, and would like to...

TT Deluxe Fed & State $35.99 download at BigHomeTax.com.

DW has an inherited tIRA from her mother, who died in late 2020 at 87yo. No distributions have been taken to date, on the understanding that the only requirement was to distribute the entire account by the end of the 10th yr after her mother passed. Now we're reading that a recent rule...

For a good consideration of the basics this might help: https://skyandtelescope.org/astronomy-equipment/how-to-choose-a-telescope/

We also get volunteers in our compost, sometimes something edible. For several years we've gotten daffodils! Some critter must be moving the bulbs...

Komodo Joe? Anyone have one? What do you think of it, and how does it compare to the Bid Green Egg?

FYI both Quicken.com and Amazon are offering the same 40% deal on Deluxe as well as premier and Home & Business. Edited to say: Looked again at the Quicken.com deal. It says "for new members". When I sign in to my existing account & look at the pricing the deal has disappeared. Grrr. I...

Check out today's (12/04) Pickles comic: https://www.gocomics.com/pickles/2021/12/04

Vanguard used to give TurboTax for free to customers at a certain level. Don't know why they stopped...but it seems to be part of a trend away from good customer service/relations. Or maybe Intuit stopped it.

DW has an inherited IRA, & we're trying to figure how to comply with and implement the 10 year rule for liquidating it. Many unknowns, of course, including future returns, tax rates, etc., others we haven't thought of. A spreadsheet sort of analysis tool would help; any out there? Thanks.

This is a very interesting (and informed) discussion. I saw the NOVA show and was impressed with the commitment of the entrepreneurs, if not with the technological-or economic-prospects. But remember it wasn't so long ago that electric cars, even without being augmented with advanced...

Don't overlook... ...Qualified Charitable Distributions - QCDs. If you're inclined to support worthy causes, you can lessen the tax consequences of RMDs. IMO potentially more important than timing of w'drawals.

It used to be 60 days, but has been extended to 7/15 for withdrawals between 2/1 and 5/15. https://www.morningstar.com/articles/978225/article

So I took a small part of my 2020 RMD in February and had 10% withheld for Fed. tax. The rest I put into our taxable account. Now with the CARES act I understand that I may roll the money back into the IRA as long as I do it by July 15. My question is this: if I decide to do this - I haven't...