GrayHare

ERD50, that simplification works if the OP knows all the dividend amounts, and he has not sold any shares prior to the 2024 sale of all...

If one uses Turbotax while offline then files by mail, how does Intuit get their tax data?

Thanks for the details, Montecfo. For the OP, the biggest challenge is determining the dividend and quantity of shares purchased via...

Getting the basis figured to the penny is probably not worth the effort relative to the potential tax savings. For example, investor...

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There's no need to prove a $0 cost basis since it is assumed if you have no documentation that shows otherwise.

For some reason I always find this sort of thing confusing. If you were gifted the original share, your cost basis is $0, no?

Thus far, the politicians have deposited IOUs in the Social Security Trust Fund to match what they have spent on other things out of...

Damn. I hate that. She always seemed so positive and nice.

I'm hoping budget deficits do decline so there will be more funds to keep SS going without cuts, at least for anyone already over, say...

Using the online version is fine if you're comfortable with your tax and personal info being online. Some don't mind, others prefer...

You won't have to pay CPA fees, but IMO the main benefit to rolling your own tax return is you learn how taxes are applied. That...

Depends on much much you need for spending. If tIRA withdrawals are sufficient to fund your expenses without triggering any (or little)...

it's the tragic side of fame and/or paparazzi

I think most would be surprised at how effective junk mail is. Otherwise, no one would do it. I'm not defending the "practice" but...