Thanks for your response, Steam Train. I am already using TT Premier 2020. However, since the IRS is still fiddling with Schedule D, the software won't provide the needed calculation "until next year".
The reason I need the answer now is that I am trying to determine how much I can pull from my (taxable) IRA this year without triggering taxation of the Social Security benefit, , and/or exceeding a marginal tax bracket.
Fortunately (?) I've got a good handle on my capital gains and losses, and I expect that I"ll be able to apply the max $3K against any planned IRA withdrawal. Good to hear that it can offset other income.
Thanks again
