That does seem to work, thanks much, Romper! Obviously, at this early date, I am also having to use the 2024 Turbo Tax before pulling the trigger before year end 2025. Since the stock has appreciated quite a bit in the year plus since I executed the NUA about 13 months ago, I guess it is only most of the LTCG that is exempt from NII so I need to factor the LTCG by the ratio of the value at NUA divided by the value I sell at, and use that as the manual entry, I guess, right? And since I didn't think to turn off dividend reinvestment, I assume I can choose to not sell those shares that would produce a short-term capital gain, right? (although I may have a small short-term capital loss from my tax loss harvesting). If I turn off the dividend reinvestment now, I would probably eliminate any STCG on all the shares in another year, right? Actually, I am not selling all the shares this year anyway, just enough to top off my LTCG bracket, which will be my plan for 2 or 3 years more, also. I assume that makes sense.
