I picked up a copy of turbo tax last week and ran the numbers. I was also hit by the AMT issue and spent all evening playing around with estimates to see what are tax hit is this year. Because of the AMT issue, I actually had to fill out the forms myself with the correct exemption to see if we'll have to pay AMT. Fortunately, it looks like we won't.
I'll be happy when I'm done with taxes this year. It's been a bit of a nightmare, since both of us are now working and I did a bunch of selling to rebuild our portfolio. Fortunately, future tax years should be much simpler.
I'll be happy when I'm done with taxes this year. It's been a bit of a nightmare, since both of us are now working and I did a bunch of selling to rebuild our portfolio. Fortunately, future tax years should be much simpler.