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We were with USAA until last year when we got swiotched to
We were with USAA until last year when we got swiotched to Schwab. We are missing some 1099R's for our 2020 taxes. I got mine (Elizabeth A Walker) but my husband (John A Long III) is missing his. How … read more
Rick
Rick
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I have invested stock. I am in Redlands California, ***** 73
I can't find Charles S****** account and 1099 b forms from it. But I can't import the form 1099B since the institute is not included in the list. When I try to list more institute I saw a error message”something went wrong, please try later. What can I do? … read more
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I have a 1099B that is missing date acquired and cost basis.
I have a 1099B that is missing date acquired and cost basis. This is from long term investment that transferred from USAA to Schwab in May 2020 and Schwab is treating it as a short term investment. I … read more
Lev
Lev
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My USAA ROTH IRA Brockerage Account is transferring over to
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emc011075
emc011075
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I received a Form 1099-R from my TRS because last year I
I received a Form 1099-R from my TRS because last year I decided to withdraw that amount and invest it into a 401K with Charles Schwab. Because I never kept a dollar and sent it straight to CS, is the… read more
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Tax.appeal.168
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I am planning to roll my Betterment Taxable Account into a
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Lev
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We are retired and receive SS assistance for our 2 adopted
We are retired and receive SS assistance for our 2 adopted minor children. Do we have to declare this as income ?? … read more
emc011075
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My question is about the one rollover per year rule. On the
My question is about the one rollover per year rule. On the IRS website it mentions the following:Beginning after January 1, 2015, you can make only one rollover from an IRA to another (or the same) I… read more
Robin D.
Robin D.
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Is a 2% Cash back incentive on a business credit card
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Lev
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I was informed by my Investment Advisor that Schwab, the
I was informed by my Investment Advisor that Charles Schwab, the company they use to handling the buying and selling of stocks, etc. that they were informed by the State of Ct. that my tax rate for 20… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
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I switched all my investment accounts mid-year from American
Second opinion] I switched all my investment accounts mid-year from American Funds to Charles Schwab --- IRA rollover, Roth, and individual investment accts. I have a 1099 from Schwab but nothing from… read more
Bill
Bill
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My grandparents set-up up a mutual fund college education
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A question on behalf of my husband (Larry): My mother in law
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Robin D.
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I had a rather large short term gain on an ETF fund ZSL. I
I had a rather large short term gain on an ETF fund ZSL. I recieved tax info from Charles Schwab which I downloaded into TurboTax. I recieve a K-1 form for the same gain from ZSL. I entered this infor… read more
Lane
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I need hlep I paid a consultancy fee for 2009 and 2010.
I need hlep = I paid a consultancy fee for 2009 and 2010. The IRS says I owe a great deal of money. The filing problem is probably mine, but I need to know where to go for help. The problem - I didn't… read more
Anne
Anne
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I rolled a 401K over to a Roth IRA. Then because my new employer
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Merlo
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I had a sharebuilder account. I bought a stock on various
I had a sharebuilder account. I bought a stock on various dates. The I sold it a few times, then the remainder was transferred to Charles Schwab, but I don't know how to enter the cost basis for a sto… read more
Ed Johnson
Ed Johnson
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6,994 satisfied customers
In 2006 my wife and I purchased a MINORITY share of a ...
In 2006 my wife and I purchased a MINORITY share of a privately held California S corporation. I took a Roth IRA withdrawl, in the form of a check made out directly to the seller of stock, to purchase… read more
Marvin,EA
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