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weird thing

November 10th, 2021 at 11:51 pm

I got an economic impact payment of $1400 for my DK2.  It was weird. I filed a tax return for her because I wanted to carryforward losses I took for her in 2020. I want to capture some gains this year as well and pay minimal taxes for her.  So last March I sold VTI and bought VOO and QQQ.  I now have about 60% gains so I'm thinking of harvesting the VOO and buying SPY and then using the losses from last year to reset my basis.

These are just some tiny things.  But i'm wondering if I'm cashing the check makes sense? I wonder if I will have to return it.  We don't qualify for it.  Uggh.

1 Responses to “weird thing”

  1. rob62521 Says:

    Like Life Balance said, I'd deposit it, but not spend it just to make sure.

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