jtax
Level 10

Investors & landlords

Ok. So you understand the Portugal side. That was my major concern and about which I know nothing. 

 

I think your US tax reasoning is sound, but I recommend that you get the current 2023 turbox tax (most of us volunteers all prefer the download version) and mock up your expected income to verify.  The 2024 brackets will be slightly larger but a quick google will show you the difference. E.g. https://www.bankrate.com/investing/long-term-capital-gains-tax/

 

TT 2023 will also have a 2024 planner that you can use.

 

 

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