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  1. R

    Fidelity free Turbotax offer

    I feel like Charlie Brown on Halloween.
  2. R

    Fidelity free Turbotax offer

    Data point: I called today and asked about the free TT. I have well over a million in assets with them, but the answer came back after some research is that the free TT is only offered to Fidelity customers who use Fidelity as a paid advisor. Otherwise, you just get the 20% discount. Bummer.
  3. R

    Just received 2022 tax refund!

    My Fidelity due date for my consolidated 1099 recently slipped from 2/11 to 2/25, so you might be in the same boat.
  4. R

    Likelihood of upcoming travel plans

    I think "normal" travel will not resume until 2021, once a vaccine is rolled out.
  5. R

    As Things Reopen I am Voting With my Purse

    Are you in Chapel Hill? I'm in Durham and I will continue to support Costco, Aldi, Harris Teeter and a few local restaurants who I've ordered delivery through Uber Eats, etc.
  6. R

    COVID-19 Shutdown Exit Strategy?

    But don't we risk more than 250,000 deaths if we open up the country (to whatever extent) too early? I thought the 100K to 250K estimates of fatalities was based on most/all of the country practicing stay at home/social distancing. That number has now been lowered, but I worry that it's going...
  7. R

    Has anyone here caught the Virus, or know anyone who has?

    I have a coworker in London with both of her parents infected and her mother in the ICU. They're probably in their early/mid 70s.
  8. R

    If you haven't already, you need to Download the NEW 2020 SS Calculator

    This is ridiculous. Reminds me of the '90s when many programs were DOS-only, no Mac equivalent.
  9. R

    What was your happiest moment today?

    Finished my taxes for a (for me) very complex 2019 -- switched jobs (resulting in an additional 2 W-2s since I was hired under one company's tax ID and then transferred to a new entity with a different tax ID, so 3 W-2s in total), moved states, more than doubled my salary (if you include signing...
  10. R

    Executor question -- tax filing, etc.

    He had a small savings account and he named her as sole beneficiary in his will.
  11. R

    Executor question -- tax filing, etc.

    Thanks, but I was under the impression that no one at Social Security would be able to discuss his case until her court appointment is approved?
  12. R

    Executor question -- tax filing, etc.

    My girlfriend was aiding a man in his 70s for several years, helping him with chores as well as keeping him company in the nursing home he was in. He passed away last year, but had appointed my gf as his executor with Power of Attorney and Power of Medical; he had 2 daughters who lived locally...
  13. R

    Mid 50's or younger... are you counting on Social Security?

    I'm 53 and I fully expect the FRA age to be raised to 69 or 70 for my age cohort, with earliest age to take SS to go up to 64.
  14. R

    2020 Investment Performance Thread

    -0.1% on the year, thanks to the last trading day of the month no doubt.
  15. R

    Any Travel Plans for 2020?

    June trip to Madrid, Lisbon and Porto, first time I've been to either country.
  16. R

    Granny Flats- ADU’s “Accessory Dwelling Units” in your backyard

    Austin TX is rife with ADUs, and many of them are fairly sizable (approaching 2000 sq. ft.). In my opinion, separately owned ADUs on a single parcel just seems designed to lead to problems between neighbors, especially on odd-sized lots that aren't divided evenly.
  17. R

    Tax Cut - Corporation Stock Buyback

    I do not own a home and do not itemize, so for me the increase in the Standard Deduction to $12,000 and the lowering of my rate from 25% to 22% will save me about $1000/year in Federal taxes.
  18. R

    Projected 2019 Tax Rates, Brackets, Standard Deductions

    Maximum IRA contributions go up to $6K/$7K, which is nice. No word on 401k maximums, though.
  19. R

    credit score dropped 100 points

    S#[emoji1023][v wQUOT=king smoothie[emoji1092]2099789]I didn't see if you posaid where you went to get your “”[emoji1097][emoji1096][emoji1024]🇪[emoji1107]🇬 report, it Le should be able to be done by going .to each bureau's site. If you have them frozen and you are trying to use a commercial...
  20. R

    credit score dropped 100 points

    [emoji208][emoji233][emoji230][emoji233][emoji237][emoji247][emoji215][emoji881][emoji208][emoji208]🦕[emoji208][emoji219]🦖[emoji202]🦒[emoji243][emoji231][emoji229][emoji1041]
  21. R

    IL Property Tax refund form

    Schedule ICR is where you compute a property tax credit -- is that what you're looking for?
  22. R

    Down Day in the Market !

    There was a recent article in the Washington Post about a bunch of middle/lower-class Kentuckians relying on Bitcoin as "their pension."...
  23. R

    Down Day in the Market !

    I "lost" $33K today. But for a while there, I was increasing by $10K about every 2-3 days. Nutty market.
  24. R

    In a nut shell Tax cut/Job act passed

    It was designed as a bit of a time bomb due to the temporary nature of the individual cuts...somewhat nice for some people in the interim with a reversion to the "as before" in 10 years. I think there will be a lot of tax-lawyer gamesmanship going on that will undercut the expected tax...
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