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...
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