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Let's say I own 100 shares of X with a holding period of >1 year and I have 1 covered call option written against those shares. On the day of expiry, it's looking like the stock is up much higher than the strike price. This means the value of the option is higher now than when I initially sold the call option.
I see... |
How company total asset increased while net revenue and EPS is negative?
I looked at one company, and its yearly total asset is increasing year by year. However, its net revenue and EPS still negative. ALSO THE TOTAL equity is increasing yearly.
Can this happening that every year the shareholders paying more to i... |
> Amount: ₿0.0199
> BTC Price #2: €50,503.77516 (brute forced)
> Sell BTC: 0.0199 * 50,503.77516 = €1,005.025126
> Fee: 1,005.025126 * 0.5% = €5.025125628
> Total: 1,005.025126 - 5.025125628 ≈ €1,000 (break even)
If you take this the other way round, you are at the result:
Sell amount ... |
If, during 2020, one did an early withdrawal funds from a 401(k) and/or IRA, and one elected for extra withholding (above its final tax rate), when would that get returned? Is it handled with the tax return?
Let's say the overpayment was in excess of the full cost of the taxes on it plus the full cost of the penalty... |
Shareholder equity increases because the company's net assets increase.
A company can have negative earnings and EPS but own valuable assets (such as real estate, intellectual property, etc.) that is rising in value. It is entirely possible the company has no revenues (or is even posting losses) but is making inves... |
Shareholder equity increases because the company's net assets increase.
A company can have negative earnings and EPS but own valuable assets (such as real estate, intellectual property, etc.) that is rising in value. It is entirely possible the company has no revenues (or is even posting losses) but is making inves... |
- When termed futures are released in the market, such as XBTU21 (Bitcoin futures for the 3rd quarter), how are they sold in the market?
- Stocks, for example, are sold through IPO when they are first released in the market. Do futures also go through the similar thing as IPO?
- I guess the futures should go through ... |
How futures are sold, when they are first released? |
I have done a lot of research on my old 401k. I do not want to withdraw any of it. I do not want to move it to my roth ira as I would owe taxes on it. I also do not want to move it to my new employers 401k as I dont like the custodial fees or even the funds they have.
As soon as I was ready to move it to a new roll... |
I have done a lot of research on my old 401k. I do not want to withdraw any of it. I do not want to move it to my roth ira as I would owe taxes on it. I also do not want to move it to my new employers 401k as I dont like the custodial fees or even the funds they have.
As soon as I was ready to move it to a new roll... |
I have recently received a job offer from a foreign company, the remote job is about programming and the requires me to be able to send them "the invoices" if I want to take the offer.
So I don't know exactly what "the invoices" means in this particular situation. Is that kind of the invoices that I must issue as an... |
> imagine if keeping your car idling 24/7 produced solved Sudokus you could trade for heroin
[Theophite on Twitter](https://twitter.com/Theophite/status/1030225104234373121)
It's funny, but it also explains one of the most crucial parts of any popular cryptocurrency: It takes vast amounts of energy to keep the th... |
> imagine if keeping your car idling 24/7 produced solved Sudokus you could trade for heroin
[Theophite on Twitter](https://twitter.com/Theophite/status/1030225104234373121)
It's funny, but it also explains one of the most crucial parts of any popular cryptocurrency: It takes vast amounts of energy to keep the th... |
I would like to invest some cash from my saving account into a professional money management account, for example, Fidelity Go being a robo advisor so that somebody else (not me) takes care of all investments.
The account primarily holds a combination of mutual funds (domestic stocks, foreign stocks, bonds, or short... |
This is a great question and the answer is a bit dependent upon other factors in your life. Presumably you earned less than $400, not a lot, although you should be proud. To me it boils down to how can we change that into "life-changing money"?
Putting it in a Roth is a great idea and certainly not a bad one. For ... |
I am using Turbo Tax for these calculations. Before entering my investment info/capital gains, I had a federal refund of $272. After entering my capital gains and investment info, I owed $1900, for a change of around $2372 due to investments. My AGI (after itemized deductions) is in the 80k tax bracket, which is 22%. I... |
Why isn't my capital loss carryover reducing my tax from short-term capital gains? |
I have several prepaid visa cards with around $2 on each of them. I want to use them, but I can't find a good way to do that. I have found two answers [here][1] and [here][1], but those only apply to physical cards. The ones I have are from [Prepaid Digita Solutions][2] so I can't use them at a physical store. What... |
Unlisted Trading Privileges (UTP) gives listed stocks the ability to trade on other stock exchanges without listing. The legislation enabling this is the [Unlisted Trading Privileges Act of 1994](https://www.congress.gov/bill/103rd-congress/house-bill/4535/text), which amended the Securities Exchange Act of 1934 (refer... |
It becomes easy to understand by asking:
> What problem(s) does it solve?
Or even more deeply:
> What currently solves the problems, and how does cryptocurrency compare to those solutions?
## Cheap, near-instant transfer of money around the world
Consider a quad-bike company based in Melbourne, ... |
It becomes easy to understand by asking:
> What problem(s) does cryptocurrency solve?
Or even more deeply:
> What do people currently use to solve their problems, and how does cryptocurrency compare to those solutions?
## Cheap, near-instant transfer of money around the world
Consider a quad-bik... |
This is a bit specific for my situation but I thought giving some context could clarify what I'm trying to achieve.
I live in the United States. I've always dreamt of funding my own non-profit (501c3) and solving issues that I'm passionate about but up until recently, I haven't had the income to be able to support t... |
Can charitable donations offset W-2 income taxation? |
Made an offer on a *freehold* house in London. Had offer accepted.
When going through the docs as part of pre sign-off due-dilligence, turned out there is a 300 GBP / year Estate Rentcharge with draconian remedies like:
- Right of re-entry to take stuff.
- Grant lease of the house/land.
- Sale or mortgage of... |
I used to live in Australia and still have my bank account active there
Now I am in Canada and have Canadian bank account
I want to add my Canadian bank to my paypal.
Paypal allows to add US bank with Australian apparently but could not find where to add my Canadian bank
I found this question that says yo... |
Made an offer on a *freehold* house in London. Had offer accepted.
When going through the docs as part of pre sign-off due-dilligence, turned out there is a 300 GBP / year Estate Rentcharge with draconian remedies like:
- Right of re-entry to take stuff.
- Grant lease of the house/land.
- Sale or mortgage of... |
I have recently received a job offer from a foreign company, the remote job is about programming and the requires me to be able to send them "the invoices" if I want to take the offer.
So I don't know exactly what "the invoices" means in this particular situation. Is that kind of the invoices that I must issue as an... |
I left a job in 2019 where I was granted some RSUs that were to be vested first time in 2020. But I never received the RSUs since I left the company before the first vesting.
Today I received a 1099-B for those unvested shares as if they were acquired and sold on the same/next day and I have a capital gain acquired. I... |
Referencing North Carolina income tax form D-400TC, Part 1 seriously limits the amount of foreign tax credit (FTC) I can take (line 7a is considerably smaller than line 6).
I am wondering if it is possible, as with the federal FTC, to carry over the unused amount. Part 1 says nothing about it. However, the line 7... |
I would like to find out if I need to do my taxes as resident or non resident. I would really appreciate if anyone can take a look at my particular case and let me know their opinion, before I choose Turbotax vs Sprintax.
I am currently working as a teacher with a J1 visa since August 2019. Based on the dates of arr... |
I am an **international citizen** and according to the rules specified on the IRS website at [this][1] link, I am a **resident alien** from 2020 (For years before this my status was non-resident alien). I lived in the Indiana state for the entire 2020 and for state income taxes I have to file only Indiana State tax ret... |
I am an **international citizen** and according to the rules specified on the IRS website at [this][1] link, I am a **resident alien** from 2020 (For years before this my status was non-resident alien). I lived in the Indiana state for the entire 2020 and for state income taxes I have to file only Indiana State tax ret... |
There are two opposite ways to handle dividends when computing an index. If you choose to ignore them, you get a **price index**. Most well known indexes are computed as a price index and so is the S&P 500. Or you choose to assume dividends are fully reinvested which gives you a [total return index][1] which are much r... |
>If I set up my own non-profit (501c3) entity, is it possible for me to donate any or all of my sources of income to offset my tax burden for this year, and if so what percent of each of my sources of income am I allowed to contribute to it annually to offset my tax burden?
You and your LLC are different entities fr... |
It is possible that NOBODY would lose money in such a scenario, even though it was pointed out in one answer that whoever buys the shorted shares loses. That's only true if the shares never recover to the same they were at to begin with.
It's only a loss if a) the shorted stock never recovers back to (or past) the ... |
I have not received 1099s (INT, DIV, B) from my broker this year. I have to file Indiana State taxes by paper. Since, I do not have 1099's to attach what should I send in place of that? I have some online Income distribution from my broker. Can I attach print outs of that? |
What happens to fixed rate loans like most mortgages in situations where the currencies experience hyperinflation like the German Marks or Zimbabwean Dollar? In [this article][1] it states that fixed rate loans will stay the same. Is there anything that loaners can do to minimize the lost value, or do they just simply ... |
What Happens to Fixed Rate Mortgage Loans During Hyperinflation? |
Were you supposed to receive them? Or were they lost/misplaced?
If the amounts are too low they don't have to issue a 1099. But if they were lost you may be able to get a replacement.
Are they available on the website? Many 1099s, 1098's, and W-2's I see only exist as a PDF file. The pdf can of course be printed.... |
I left a job in 2019 where I was granted some RSUs that were to be vested first time in 2020. But I never received the RSUs since I left the company before the first vesting.
Today I received a 1099-B for those unvested shares as if they were acquired and sold on the same/next day and I have a capital gain acquired.... |
My boyfriend and I have been together for 13 years. He has been separated from his wife for 20 years. He has a lien on his car, and he did not will it to anyone. If I pay the lien, do I own it? |
If I pay off a lien on a car, do I own that vehicle? |
A married person MAGI $170,000 year 2020 income. Spouse doesn’t work $0 income. Can this person open a personal Roth IRA? Or does this Roth IRA have to be owned jointly?
Also, is Roth IRA contribution limit based on last year taxes? So in 2021 this person can contribute $6000 even though 2021 year income maybe a mi... |
Can a married person open a personal Roth IRA? If yes then is contribution limit based on last year? |
I have been reading up on [Regulation SHO](https://www.sec.gov/investor/pubs/regsho.htm), and I have found some lists of stocks on the Regulation SHO "threshold list": [SEC:
Fails-to-Deliver Data](https://www.sec.gov/data/foiadocsfailsdatahtm), and [OTC Markets:
Reg SHO Data](https://www.otcmarkets.com/market-activ... |
Is it a bad for a stock to be on the Regulation SHO threshold list? |
Is it bad for a stock to be on the Regulation SHO threshold list? |
I've day-traded (in USA) actively during 2020, mostly short trades. Never kept positions overnight, so carried no positions into 2021 (and, similarly, no positions were carried from 2019 into 2020. The cash in the account at the beginning of the year was $300,000, and was about $400,000 at the end of the year. Thus, th... |
Can a day trading taxable income be more than the actual capital gain? |
I opened a metal account (in German they call it *Metallkonto*, I hope to translation is correct). In the Web interface of the bank I see almost no info (no price, no profit or loss in percent).
The only thing I see:
- Your purchase GB01/CHF 51.924600
- You own 172.00 GB01
So what does this little info mean? ... |
Gold - What is GB01/CHF? How does a metal account work? |
Do you mean kinda big amounts, or REALLY big amounts (like Warren Buffett-sized amounts)?
Stocks on the American markets are traded in lots of 100 shares (called "round lots"). For these amounts you can either call up a broker or go to an online brokerage and place your order in directly to the floor. It's execute... |
I am trying to get creative in order to make something work...
I have 4 mortgages right now. I want to add a 5th, but it would be a jumbo loan. My lender informed me that adding a jumbo loan cannot be done unless I have 3 or less prior mortgages. There is a 10-mortgage max in general, but jumbos apparently have extr... |
I understand it can be done... I don't need to know that.
...But I don't understand the mechanism used to track and carry over the capital losses for future years...
I am entering my stock trades into the software and it is taking all of them without warning. Say, 30K in gains and 15K in losses. I am limited to d... |
How do I carry over capital loss to the next year? |
Run don't walk.
https://wslaw.co.uk/insight/rentcharges-a-plague-on-your-houses/
https://www.eversheds-sutherland.com/global/en/what/articles/index.page?ArticleID=en/Litigation_Support/rentcharges
https://www.daviesandpartners.com/news-events/353-avoiding-the-rentcharge-scam
https://www.bbc.com/news/busines... |
from multiple comments you made:
> But I don't know how much I will make in 2021. I may guess
> approximately. Say I guess I will make 170,000 in 2021. I contribute
> 6,000. Then I get lucky and make 1 million in 2021. Then what happens?
> The 6,000. That I contributed in 2021 becomes illegal?
One of the great... |
I have a credit card with ~£5,000 balance and the interest rate is 27% APR.
A few months ago I was checked my transactions online, looking for the latest interest charge, but I couldn't find it. So I called them and the rep said that they couldn't find any interest charge for the previous month, nor the last several... |
I am trying to research Dividend on REITS and I was surprised to see [vanguard][1] has no dividend for its VNQ ETF. Is it first time or may be due to Covid.
Note: When I look at [yahoo][2], I see, dates for dividend as( for March quarter )
- March 10, 2020
- Mar 28, 2019
- Mar 26, 2018
So I was expectin... |
I am going to set up a Limited Company for myself, as a sole owner. An accountant quoted me a good amount of money to do it. I have seen a number of online companies who say they help you do it for a fixed fee depending on the 'package' you buy. The can charge form only £12 to £200.
I have even found some of these ... |
I've day-traded (in USA) actively during 2020, mostly short trades. Never kept positions overnight, so carried no positions into 2021 (and, similarly, no positions were carried from 2019 into 2020. The cash in the account at the beginning of the year was $300,000, and was about $400,000 at the end of the year. Thus, th... |
I've day-traded (in USA) actively during 2020, mostly short trades. Never kept positions overnight, so carried no positions into 2021 (and, similarly, no positions were carried from 2019 into 2020. The cash in the account at the beginning of the year was $300,000, and was about $400,000 at the end of the year. Thus, th... |
I've day-traded (in USA) actively during 2020, mostly short trades. Never kept positions overnight, so carried no positions into 2021 (and, similarly, no positions were carried from 2019 into 2020. The cash in the account at the beginning of the year was $300,000, and was about $400,000 at the end of the year. Thus, th... |
In the Price Editor in GNUCash you have to choose from a list of seven items: Currencies, All non-currencies, AMEX, EUREX, FUND, NASDAQ and NYSE.
Is there any way of adding an item to this list?
I haven't been able to find anything the GNUCash Documentation. |
We are in the process of buying our first home in UK with a price of less than 250K but I have on my name another 1/2 apartment in my country of origin (values at less than 40K) so technically we don't qualify as first time buyers
Initially we were given by our solicitor a quote of 1,800 pounds for SDT and now he sa... |
UK Stamp Duty - Me and my wife want to buy our first house, how much tax do we have to pay? |
I'll be doing a 1031 exchange. I know that I am required to identify replacement properties within a 45 day window and close within 180 days on a replacement.
Am I required to choose one of the properties I identified in my 46 day window?
What if, for example, inspection finds critical issues with those three pro... |
Am I required to select properties I identified in my 45 day 1031 window? |
If you hold a long position in a stock and believe it will go down but don't want to realize any gains, you can a open short position in that same stock to hedge against any drops in the price. This strategy of "shorting against the box" is [restricted in the United States](https://www.investopedia.com/terms/s/sellagai... |
Does Canada have regulations regarding "shorting against the box"? |
My in-laws retired this year and filed taxes early. As part of this, their 401(k) was cashed out and represented on their 2020 tax report. Because of this, they did not qualify for the 3rd stimulus check that just went out.
It almost feels like being penalized for filing taxes early. Is there a way to appeal which y... |
Can I appeal the 3rd COVID stimulus tax year used? |
Can I appeal the tax year used to calculate qualification for the 3rd covid stimulus check? |
My in-laws retired last year and filed taxes early this year. As part of this, their 401(k) was cashed out and represented on their 2020 tax report. Because of this, they did not qualify for the 3rd stimulus check that just went out.
Is there a way to appeal which year was used to calculate qualification status? Had... |
I'll be doing a 1031 exchange. I know that I am required to identify replacement properties within a 45 day window and close within 180 days on a replacement.
Am I required to choose one of the properties I identified in my 45 day window?
What if, for example, inspection finds critical issues with those three pro... |
To be honest, I'd be more concerned about the auction site than the seller of the house. If their security is so lax that they don't use a secured web page for login, what ELSE is unprotected? How secure is ANY of your information that you provide to them?
I'd have to seriously question the competency of the I.T. ... |
I got taxed for NY state(when residing in NY state) and working for a IT company in WA state(WA is my work state).
Notes:
1. I lived in NY for less than 184 days.
- 1 Jan 2020 - 15 March 2020 - India - 75 days
- 16 March 2020 - 15 Aug 2020 - New York - 153 days
- 16 August 2020 - 31 Dec 2020 - Washington - 13... |
I made a few investments, and surprise, surprise, a few of them shot up in value. Now I'm faced with the dilemma of the greedy: do I sell now and capitalize on existing profits, or do I wait, risking my existing gains in the hopes of gaining more?
The optimal answer, intuitively at least, is somewhere in the middle.... |
Fomula like Kelly criterion for choosing how much of an investment to liquidate? |
From my understanding, "F shares" are created by US broker-dealers to show quotes of foreign securities in USD (source: [FAQ on F Shares - OTC Markets][1]). If I know the symbol of an F share, is there a way I can know exactly which foreign underlying security the F share represents? By "exactly", I mean country/exchan... |
How can I know which underlying security an F share represents? |
From my understanding, "F shares" are created by US broker-dealers to show quotes of foreign securities in USD (source: [FAQ on F Shares - OTC Markets][1]). If I know the symbol of an F share, is there a way I can know exactly which foreign underlying security the F share represents? By "exactly", I mean country/exchan... |
Made an offer on a c. 40 yr. old *freehold* house in London. Had offer accepted.
When going through the docs as part of pre sign-off due-dilligence, turned out there is a 300 GBP / year Estate Rentcharge with draconian remedies like:
- Right of re-entry to take stuff.
- Grant lease of the house/land.
- Sale ... |
There is a simple answer. Look at your stocks and decide whether you would buy them now if you did not own them yet. If your answer is "why should I pay this crazy price?" it is probably time to sell. If it still looks like a good investment, keep it |
Can my property be taken as a payment for a relative's loans? |
I've created [future-fortune.com][1] just for that, which is a very basic future investment calculator which aims to vastly simplify things.
How much money you need is only one **part** out of three:
1. Projected yearly return rate
2. Monthly withdrawal sum
3. *How much money you have*
They are all equall... |
I already have an emergency fund with which I am comfortable with and no debts. The emergency fund is in euros, my local currency.
This question concerns the asset allocation of my investment portfolio. My current asset allocation is 70% Stocks - 25% Bonds - 5% Gold.
I am considering the option of including ~5% ... |
Asset allocation and keeping cash as an asset in a foreign currency? |
Formula like Kelly criterion for choosing how much of an investment to liquidate? |
There is two good reasons to view foreign cash as an asset:
1. Forex speculation. If you want to do forex speculation, you need to do it properly with lots of leverage and short term goals. Otherwise just having cash is likely to be eaten away by inflation
2. Hedging against hyperinflation in your local curren... |
Can I buy some US treasury bills or notes ETFs (3 month to 5 years) with very low risk from EU (want to buy it in EUR so I don't have to convert it - would this even be a problem?). Because EU bond returns are just to low and I think it's not worth it (not sure for US bonds either).
Or is there some alternative to k... |
I guess it comes down to three questions to me, considering this is a family member you're speaking of:
1. How badly do you want to get rid of the debt collectors coming to your home?
2. How much do you love your aunt?
3. How large is the debt?
ANSWERS TO THESE QUESTIONS:
1. Since the house you live in ... |
Hi so I was applying for online jobs and randomly received an email for a Personal Assistant job from JRN Financial Solutions, everything went by super quick and I got the job which I don't feel I was qualified for. I signed the contract and did my first day which I had to create a word letter for investing in Bitcoin... |
Is this new job a scam? |
I am trying to research Dividend on REITS and I was surprised to see [vanguard][1] has no dividend for its VNQ ETF. Is it the first time or may it be due to COVID?
Note: When I look at [yahoo][2], I see, dates for dividend as (for March quarter):
- March 10, 2020
- Mar 28, 2019
- Mar 26, 2018
So I was e... |
Why did VNQ not pay a dividend in March 2021? |
I'm in my first year of university and received a T4A Slip from the Government of Canada in the amount of $1000. Doing some digging I found it relates to Pensions and such but am now even more confused as to why I got it.
Any ideas as to why I received it or what exactly it is? |
I am reading through some stock analysis documents (unfortunately they don't seem to be available online). They calculate something that they call "risk". For Amazon stocks its around 18 (maybe percent?) for the past 10 years.
For other (valuable/emerging) companies it's also between 10 and 25 in the period of the pas... |
How can I demonstrate the performance of an investment that's taxed as ordinary income to one that's taxed at cap gains rates?
I run a small real estate investment fund, focused on flipping properties, and the returns are taxed as ordinary income.
I'm interested in showing our investors a pre-tax ROI that would b... |
Comparing ROI taxed at ordinary income vs cap gains? |
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