Recent content by jwkde

try this Donate Now - Bunkers In Baghdad

I too received a similar notice of a revised 1099. Looks like the 199A dividend amount increased slightly

Mine was bumped to 3/2 also and listed one position they were waiting for details. No big deal, I never file until April anyway

Tough but the right choice for all concerned.

When I retired I gave 2 weeks notice and agreed to stay 4 weeks (with an incentive). By the end of week 2 I was completely out of the loop - having handed off all of my projects and assignments. Not invited to meetings or included on emails. Spent most of the last 2 weeks playing solitaire...

My employer 401k is at Fidelity. In order to withdraw we have to set up a monthly withdrawl amount. So you cannot do it once a year for expenses. You can change the amount every month and stop it but that all requires interfacing with them on the phone (has not been an issue). Also the...

Try a local senior center

Had a similar but not quite so bad experience with Lowes. And the same issue about cancelling. Went over to the local Lowes and found the store manager. After I told him of the saga he said "what do you want me to do?" I said I want to cancel the order and he said no problem and also gave...

why not just go online to the usps website and submit a mail forwarding form?

Under the new tax law, alimony income is not-taxable. I would look at IRA withdrawl or Roth conversions now because it looks like you have no other taxable income until your pension

Got to love the Tax Code!!

Several years back i got 'hit with an underpayment penalty" after filing my taxes. In Q3 and Q4 i had increased the estimated payment due to some higher income during that time frame. I challenged the state and sent them a lengthy excel spreadsheet showing the timing of income and the timing...

You can still efile the return and then just mail in your payment with 1040-V payment voucher. Depending on how many pages your return is, you save the postage and some paper. You can file anytime before the filing deadline and still not mail the check until the mid-April.

I would also file a complaint with FINRA.