I appreciate the answer, thank you, it has been very helpful.
It's nearly time for me to perform the NUA transfer. I have some follow on questions:
1) If I purchase TurboTax - Live Assisted, will live assistance be able to handle the NUA tax situation or would that require Live Full Service?
2) Does the purchase of Live Assisted or Full Service cover the current tax year or one year of assistance? In other words, if I paid for Live Assisted TurboTax today, December 2024, would that only cover tax assistance for 2024 taxes, or would that cover the remaining 2024 tax year and suggestions for 2025 taxes until December 2025?
I searched the FAQ and other TurboTax pages, but could not find either answer.
