Newest Questions
40,091 questions
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3
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199
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Electronic Federal income tax refund was sent to Pathward instead of my bank account - Was I scammed?
My accountant submitted my 1040 tax return to the IRS using Intuit software, using my bank account and routing numbers that I have used for 20 years. I had no fees to be deducted from my return.
My ...
-1
votes
0
answers
116
views
Credit card - Transaction was voided but hasn’t reflected
I paid the merchant on 18th, and the next day (19th) the order was cancelled, so they had to void the payment, which they confirmed they did. At the time, my card was frozen. On my mobile banking app, ...
-4
votes
1
answer
97
views
How to efficiently check for wash sales across brokers?
Having multiple brokers in the US can have some benefits, but one drawback is that you may accidentally create wash sales across brokers: for example, selling stock A at a loss in Broker 1 and then ...
-1
votes
0
answers
32
views
QuickBooks and GnuCash [closed]
I use QB 2014 for my multiple small business bookkeeping and am considering a switch to GnuCash since QB is now on subscription. Does QB work with GnuCash? If so, what are the steps to achieve the ...
11
votes
1
answer
2k
views
Continuous payment authority makes whole balance unavailable if not enough funds
I'm in the UK. I pay my orthodontist in the US $385 (~£300) per month via a continuous payment authority (I gave them my card details and permission to take this amount every month).
If there isn't ...
-2
votes
0
answers
63
views
is it correct to list restricted cash under current assets? [closed]
I just started my study of introductory financial accounting and I notice that the textbook lists restricted cash under current assets in one sample balance sheet.
Then I checked the textbook for ...
-1
votes
0
answers
66
views
What OTC code should I use with a UK account to transfer money to US bank account [duplicate]
I have UK Bank account and I want to transfer money to usa bank what is my cto or sort code to transfer funds to US
9
votes
1
answer
1k
views
Why wasn't the higher 401(k) catch-up limit for ages 60-63 increased for 2026?
According to the Senate's own summary of Secure 2.0 (italics added for emphasis):
Section 109, Higher catch-up limit to apply at age 60, 61, 62, and 63. Under current law,
employees who have attained ...
-2
votes
2
answers
239
views
How to track the optimum time to sell stocks and buy cryptocurrency?
I have a bunch of stocks and mutual funds in my portfolio. I'd like to sell some small percent of these "traditional" investments and purchase some cryptocurrency. But I’m trying to figure ...
-1
votes
2
answers
102
views
Shortcut to getting your managed funds to weigh towards defensive stocks
There are a lot of stocks that ride out recessions better than others, but they typically underperform during boom times. Weighing a directly-managed portfolio to increase resilience is certainly ...
2
votes
1
answer
827
views
When should I apply for Social Security when I turn 70 in Dec 2026?
When should I apply for Social Security when I turn 70 on Dec 12, 2026?
-1
votes
1
answer
114
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I purchase things for someone and get reimbursed: how should I track this?
I'm using Gnucash to track my spending.
I've got a relative who can't always leave the house, so from time to time I'll get deputized to go shopping. I'll buy things and pay with my credit card. I'...
2
votes
1
answer
157
views
What to do if the IRS doesn't know how much I owe?
I have been making regular payments towards an IRS payment plan for a couple of years. Starting maybe eight months ago, my bills started just displaying "???" as the balance due, and the Web ...
-2
votes
2
answers
92
views
Practice W-2 Forms [closed]
I teach a personal finance class and I am looking for some sample W-2s to help them understand how to fill out an income tax form (1040). Is there any place I can print them so the students can use ...
-1
votes
1
answer
89
views
Is the three-part decomposition of earnings growth, dividends, and valuation changes standard for analyzing stock returns? [closed]
I believe I often hear about stock returns being broken down into earnings growth, dividends, and changes in valuation multiples (likely, mainly P/E?).
Is this three-part decomposition the standard ...