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Get your taxes done using TurboTax
Thanks @pk, and I will explain why I asked. I was using taxcastor just to get a rough estimate of what my tax bill will be this year. I noticed if I put the pension cash out under "other" income then it did not seem to accurately calculate the NIIT. However, if I put the pension cash out under dividends it did properly calculate the tax (based on my estimate of what it should be). Of course taxcastor offers simplified options but that is why I am asking.
‎October 5, 2022
3:27 PM