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Just noticed that 2 threads concerning 1099-K's have disappeared. Hoping that they will be restored if this was unintentional. Thanks -gauss

Folks, I am trying to compile a list of financial institutions that allow online deposit of checks WITHOUT using a mobile phone app. This would be accomplished with only a flatbed scanner and a PC (ie windows / Mac / Linux etc) with a web browser. I will start the list with the ones that I...

If a Megacorp offers an employee a "lump sum payment" of N-months of their salary to retire, does anyone know the tax consequences of this? I know that DB pensions that are converted to "Lump Sum" payments can be rolled into an IRA and taxes managed accordingly. The thing is that in the case...

Is anyone having trouble accessing yahoo mail via IMAP? Conversely is anyone successfully currently accessing email via IMAP? If you respond, could you please state which email client software that you are using also. I am basically trying to figure out if I should spend time to debug this...

Will I loose any (suspended) passive losses from rental real estate if I do not file a tax return for that year if I otherwise do not have a filing requirement? Thanks -gauss

I checked my FICO credit score this month as provided by my Barclays Arrival+ card. In the past, my score was always quite high (ie within 2%-3% of the max). I nearly fell of my chair today when I saw that the reported score is currently at the maximum (ie 850 for this particular system). I...

DW is turning 50 this year and thus eligible for "catch-up" contributions in her 401k. What is clear to me is that the catch-up contribution of up to $6,000 will be available to her in addition to the normal elective deferral limit of $18,000 for a total of $24,000 pre-tax. In addition she...

In settling my father's estate, I performed a cursory "title search" via the county's web site. Dad had a total of 4 sequential mortgages on the property but I could only find 3 mortgage "discharge" entries. The odd thing is that it was the original mortgage that was never discharged. FWIW -...

This is the 2nd time that I am making the capitalist pilgrimage (aka the Berkshire-Hathaway annual shareholder meeting) to see Warren Buffet and Charlie Munger answer shareholder and media questions for the good portion of a spring Saturday. The time goes quicker then you might think during...

My state has a requirement to maintain "No-Fault" auto insurance for any vehicle when operated on the roadways. I believe many other states also have this model. The specify law makes reference to requiring an insurance policy or "other security" for this purpose. This sounds a lot like the...

It appears that during this lame duck session in congress, a major component of the ERISA laws that protect private pensions may be repealed. I am referring to the anti-cutback rule that prevents the retroactive decrease of accrued pension benefits except in extreme cases such as employer...

My ER plan is based on the assumption of continued access to ACA health plans, if necessary, and the $60,000 per year at age 70 that DW and I have accrued under Social Security. Actually I have discounted SS by 1/3 but I would hate to see that buffer margin disappear so early in the retirement...

I have VOIP phone service through Callcentric. I recently tried to look myself up in "directory assistance" ie 411/similar services. When I could not find an entry for myself, I realized that the entry probably went away when I cancelled my legacy POTS landline telephone service a couple of...

Gauss is going to receive a small (mid five figure) inheritance from his recently dearly departed father. It is not a life changing amount of money. Instead of taking possession of the funds and assets directly and combining it with our other funds, I had an idea of transferring the...

Gauss' dear 83yo father passed away suddenly on Monday. Being an only child, I am currently planning a funeral for the first time with DW. So far I am pleased with my funeral director, however I was a bit taken aback today when actual caskets with prices were shown. Yesterday I was told that...

I had an unsolicited knock on my door today with someone claiming to be from the local natural gas utility. They claimed to be following up on a report of a possible "build over" near the gas meter. She saw no evidence of a 'build over', but had concerns about the near proximity of the gas...

I have group PPO medical insurance through my wife's employer. I am accustomed to receiving an Explanation of Benefits (EOB) statement for each medical transaction (excluding pharmacy). Recently there was a billing issue where the insurance company did not provide an EOB and a provider was...

I am unclear how folks typically calculate WR unless they are starting retirement when SS and any COLA pensions are already started. For my case, SS will not begin until 17 years after ER, and we have various non-COLA pensions that will come online at various points. The attached picture (in...