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MT: Tax Filing and Personal Finance Software
Posted: Mon Jan 15, 2007 11:35 pm
by Desi
This is a Master Thread (MT) for
Tax Filing Software questions and related issues
Personal finance software and related issues.
Account consolidation websites
MT: Tax Filing and Personal Finance Software
Posted: Tue Feb 06, 2007 10:49 pm
by skg
Did anyone use
http://www.nrtaxreturn.com/ for filing online 1040NR?
How was your experience?
Is there any other website to file 1040NR online?
-skg
MT: Tax Filing and Personal Finance Software
Posted: Thu Feb 08, 2007 12:23 pm
by jopetho
Did anyone use
http://www.nrtaxreturn.com/ for filing online 1040NR?
How was your experience?
Is there any other website to file 1040NR online?
-skg
If you are looking for Non Resident tax software you can find couple of them reviewed in this site
http://www.bestonlinetaxpreparation.com/taxsoftware/Non-Resident-Alien-Tax-Software.html
MT: Tax Filing and Personal Finance Software
Posted: Fri Feb 09, 2007 2:11 am
by pjigar
This site provide free service for "account aggregation". You can sign up and give THEM login/passwords for all the other financial accounts, and they will give you an aggregate financial picture by logging on to their site. Mind you, this company provides this kind of services to major financial institutions and have very strict physical and electronic security protocols in place with frequent third party audits. So this is not some start up company with nifty idea.
After this intro, it brings me to my actual concern/question: Is it a good idea to trust this company and give them login information for ALL your financial account? What would you do?
Let's have a non-bloody discussion. :D
MT: Tax Filing and Personal Finance Software
Posted: Fri Feb 09, 2007 2:25 am
by Desi
Vanguard will do the same thing. I trust Vanguard more than some Yodlee.
MT: Tax Filing and Personal Finance Software
Posted: Fri Feb 09, 2007 2:30 am
by sftrade
Fidelity uses Yodlee as the backed. Vanguard could be using someone similar but the data would be hosted at vanguard instead of yodlee. Its a question of trust. I used to use Yodlee and then fidelity. then decided I coudlnt trust anyone so cancelled all accounts with all of them
MT: Tax Filing and Personal Finance Software
Posted: Fri Feb 09, 2007 2:40 am
by arukish
I have been using yodlee for more than 3 years.
Vanguard does the same thing as yodlee.However,you need to enter manually all the information for your bank account,treasury bond every month (if you want up to date balance)on vanguard since it will not updated automatically .In Yodlle,it will take care by itselt every day.:)
MT: Tax Filing and Personal Finance Software
Posted: Fri Feb 09, 2007 12:14 pm
by Old-Spice2
I use Yodlee since they started in late 90s. Use it only for bank, credit cards, and email accounts. Dont feel comfortable linking investment accounts. So far no issues. It is very handy to keep an eye on various credit card accounts. Also useful to check multiple emails with single login.
MT: Tax Filing and Personal Finance Software
Posted: Fri Feb 09, 2007 12:54 pm
by DosaiLvr
Gee, I did not even know that some like this existed and even if I did I would not willfully participate in it... Now, the very fact that such things exist and people use em' makes me wonder "Am I smart or am I stupid?"
No, no, please! No need to answer that question. Eitherways, I'm stuck in the eternal 'Wonder Years' and will figure it out - eventually!
MT: Tax Filing and Personal Finance Software
Posted: Fri Feb 09, 2007 11:36 pm
by DosaiLvr
pjigar;6109...it brings me to my actual concern/question: Is it a good idea to trust this company and give them login information for ALL your financial account? What would you do?
Let's have a non-bloody discussion. :D[/quote]
No matter how trustworthy a company is, I would not give passwords of *all* my accounts to any one simply because it could be hacked from their databases.
The advice that moneycentral provides for free could be purchased for a fee from a Financial Planner; I would have the added benefit of one-on-one customized advice?
(ps-excuse my previous post, for it does not add value by itself nor does it do anything to keep the discussion continuing. :o)
