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doing my 2023 tax. DD went to community college for 3 yrs, will be transferring to state college this fall. I've claimed the AOTC twice already, my understanding is that I can claim a max of 4 times. Her tuition for the cc is only $900 so if I claim the 3rd time for 2023, I'll probably that...

DD will be take a behind the wheel test soon, but our vehicle tpms light is on due to some malfunction, it's been on since we got it used years ago. Will she be allowed to take the test when it's on? Thx

kind of a long story... DD filed her return incorrectly back in early 04/2023, claiming her own dependence. Then I filed our return (me and wife) and got rejected by IRS. DD then filed an amended return on 4/15/2023 being claimed as a dependent by me. I filed an extension and waited until...

just found out about this little device, , seems pretty neat. would like to use it to track the GI of the different types of food I eat. I'm on the low end of prediabetic but my wife is diabetic. Interested in the Freestyle libre 3. Anyone had of these or a different brand? I think you buy...

I have some SCHD in two accts with Fidelity, one is a rollover IRA the other is a 401k brokerage acct. purchased the shares in both accts back in early 06/2023. The one under the 401k, I got dividend payout 3 times this year but the one under IRA got none. any idea? who should I contact...

just found out I can order a PSA test directly on Quest Diagnostic on my own without a doc's order. any downside to this? Also, it is making me sign a HIPPA form that says "For Quest Diagnostics labs to provide details about you and your lab tests to Quest Consumer, please review and...

here's the first thread abot the issue https://www.early-retirement.org/forums/f28/e-file-rejected-117728.html in short, DD filed her return incorrectly and claimed the $2500 edu credit then my return got rejected because i also claimed it. then she filed amended return and removed the claim...

Anyone know what this thing is called? It's like a add on to a bed to make it a hospital bed . Where can I buy one?

Went to the doctor with wife on Mon, (her doc is actually a female nurse practitioner that works with my doc who is much more experienced.) They got the ultrasound results and it shows my wife has a 3cm by 3cm mass in the pancreas head, will be getting a CT scan early next week (this is the...

had a 401k acct with my former employer and I rolled it over into a roll-over IRA in Fidelity couple years ago. is it possible to transfer it to Vanguard? what does process entail ?

doing some dividend investment research, looking at this chart and was wondering, for the VIG and SCHD, is it assumed that the dividends were reinvested? i guess what im trying understand is that if I hold SCHD in my retirement years and I spend the dividends given out each quarter, will I...

looking at FBGRX and FDGRX, both are large growth funds from Fidelity, very similar in every aspect, except FDGRX is closed. FDGRX=$29 while FBGRX=$149. Big price difference, but does it affect your rate of return, I guess that's my real question

wanted to buy some CD's in my Fidelity retirement acct. Got to the CD ladder page and selected one of the CD's from the list but in the preview page, it says 1 bond = $1000. Got a little confused, am I buying a CD or a bond? see attached screenshots

IRS rejected my e-file saying that someone already filed a form 8863 (education credit) using the same social security number as my daughter on their tax return. I dont have IRS err code at the moment. I checked with my daughter and she did not claim that credit. What should I do here? PS...

would like to get info on how to diy a will for my mom. what is a good website or software? i think it needs notarized and two witnesses?

some context; my mom sold her CA house in early 2020 and bought another one in TX about 2 months later, her intention was to do a 1031 exchange. both houses were/are co-owned with my sister. in 2021, my mom was told by my sister's accountant that she need not file because she is retired and...

DM is about 68, has about 120k in savings (short term CD for now). She lives a simple life and has enough to cover her expenses so no need to touch those money in the near term. She is looking for better investment than CD's, what are some good choices? thanks. P.S. she lives in TX.

just for future references, haven't had this happen to me yet. What if my rental car breaks down on the road while doing a road trip. what is my course of action? do I call my own AAA and have it towed to my hotel and wait for a new rental? Am i entitled to a new rental and any...

Doing the road trip in late Dec. if i want to break up the drive into two days, what would be a good mid point or stopping point? I've never been to any major AZ cities like Phoenix/Scottsdate/Tempe, only went to Page several years in a tour bus. Phoenix seems to be just a big metro city...

DD had her annual physical exam, lab works shows everything is fine but doc recommended abdominal ultra sound for her irregular menstrual cycle but they do not know the cost or can't quote me a cost (work will be done by third party), basically we'd have to go in blind and hope that it wont cost...

my mom wants to take a cruise (this will be her first), i've never taken one myself so need some help with research. What's a good site to use? expedia? is cruisedirect legit? my mom lives in TX so I guess she'll be boarding from Galveston, she's looking at 5 to 7 nights and doesn't care...

So my daughter sprained her ankle and her roommate took her to a local hospital emergency room. I think they took a few x-rays, wrapped her foot up, gave her a pair crutches and sent her home. A few weeks later, she got billed for almost $3k . I have Anthem BlueCross thru my employer...

doing my tax. I sold some of my target fund (vtthx) in my taxable brokerage acct in 2021 and had a gain of about $15k. I got two tax forms from Vanguard. One is a 1099-Div which shows the list of funds I own along with their div and cap. gain, this form shows the 15k cap. gain in box 2a. I...

toying with the idea of taking a 3-month hiatus and go live in HI. We've only been to the islands during summer times, how is it during the winter? is it windier/bigger waves? will be going with my wife. teenage daughters will probably join us for a couple weeks. We like activities on the...

Have a small amount parking at TDAmeritrade, want to invest in VWELX but dont want to pay a transaction fee, is there an ETF equivalent ?