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Deductions & credits
For a total amount of int/div and capital gains of slightly over $100, with little, if any, impact to tax, this seems like an excessive upgrade. Seems like the last two years when talking to a TurboTax counselor by phone, they have agreed and advised to report income and dividends only on my individual return. Not sure if that guidance is risky or not.
‎February 8, 2024
9:51 AM