Do you know the reason IB doesn't adjust for it in the cost basis they show on their platform? Regarding taxes, it seems there is conflicting...
I have an account with TDAmeritrade (now Schwab), and notice that the cost bases of stocks I acquired through assignment as a result of selling...
I am wondering if I sell a fund which issues a k1 at exactly the same price as it was purchased, will I avoid the k1? My situation is: I sold...
Trying to access my volatility shares k-1 online, I receive the message: "ownership information is incorrect and must be corrected before k-1 can...
On my TD Ameritrade 1256 contracts section there are three lines that have numbers: 8 - profit or loss realized on closed contracts in 2023 10 -...
thanks! I have one more question, if you can help me. to avoid any IB interest fees on my HK position, is it sufficient for me to hold cash...
USD is my base currency but I own some stocks on the HK exchange, so I have an HK cash position in my account which is positive. Currently my...
IB's info page explains that wires initiated before 2pm should arrive before 4pm same day. But what if you initiate the wire after the cut off...
That makes sense - that might also explain why I have small negative currency balances in other currencies that I can't figure out how to make go...
Thanks for your reply. When I try the conversion option , asking it to convert the entire amount of CHF to USD I get the message "There is...
My account shows a positive balance of CHF. When I try to do this on trader workstation nothing seems to happen. When I try on the iphone app, I...
Thanks for your reply. So if IB automatically opens that currency position when I open a position in a foreign stock, what is the consequence of...
I'm trying to determine the current amount I am borrowing on margin using the iphone trading app and find myself getting really confused by the...
In my IB account I have one of the Chinese stocks that was sanctioned by the US government: China Telecom. After the sanctions it was transferred...
Good point about the foreign account. I'd need to open a fidelity account - I have a Vanguard account but notice their money market fund VMFXXX...
What is the best account for earning the highest interest rate on cash one does not want to put at risk in the market? I heard someone say if you...
Looking at my most recent statement I noticed a $10 charge for "US Securities Snapshot and Futures Value Bundle Non-Professional." My...
For the first time Turbotax has told me that though my taxes have been filed I need to print out form 8453. This form is titled "US individual...
I have some crypto gains from webull and they do provide a form, but it is unclear to me what to do with this form. I am using turbotax. Am I...
I have several transaction listed on my 1099 under "undetermined term transactions for noncovered tax lots" from the Grayscale ETCG fund, which...
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