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Re: zzz-Fidelity Updates
As new stocks are added to my ROTH accounts they default to "Download Quotes" in the Security List. Of course these prices would not be accurate until after (1pm PT/4pm ET) when market clos…2 -
Re: zzz-Fidelity Updates
Security share prices from OSU do not come from Fidelity or any brokerage. They should be correct, whether DC or EWC+ is used, correct? The prices AAR is talking about are likely for non-public funds…4 -
Re: RMD Income
@BougaTech Please review my post from a few minutes ago. If you look elsewhere in the Tax Schedule report, you will see that if the IRA account is included in the report, dividends and capital gains …1 -
Re: RMD Income
@volvogirl There should not be any Federal tax withholding from a QCD, but some states, including Connecticut, usually require that state taxes be withhheld from all IRA distributions, including QCDs…2 -
Re: RMD Income
Another way of explaining why it is necessary to record the tax related transactions in a taxable account is that if the IRA is included in in the Tax reports and the accounts that the Tax Planner &q…1
