Regarding the tax professional, I was merely referring to one who could agree with us (or not), but it is not clear any of them are looking into this thread which may have gotten too back-and-forth for anyone to dare bothering with. I wonder if it makes sense to start a new cleaner thread that starts with the conclusions we agree upon with my example? I am reasonably comfortable in filing the returns next April myself which gives me access to 2025 TurboTax after it is fully operational and I have all the broker tax forms for 2025 and then finding someone at TurboTax to confirm how to enter the data from the tax forms I'll have if I do sell a lot of the stock this year. I also have an EXCEL workbook that is producing very similar numbers, something I use for comfort each year. My experience is that, if you call often enough and ask for escalation, you can eventually find someone at TurboTax who knows how to do something complex like this although I suspect you already have me on the right track. In fact, the last question I was asking you was more along the lines of what you had already advised quite some time ago (albeit with a sale of all NUA stock) about which numbers to enter where in turbo tax. Most important was my making sure I had a decent idea of how much NUA stock I could sell before year end and stay in the LTCG bracket I'm already in and I think I am there. Time to pull the trigger but I just have to figure out how NOT to sell the stock shares that are from recent reinvested dividends (although I do have a small amount of short-term capital losses I could use from some TLH I did earlier, so I may not bother). Thanks again, Romper.
