rjs
Level 15
Level 15

Retirement tax questions

@v029060 

I have to modify or retract my recommendation to use TaxCaster. Another user discovered that TaxCaster currently does not calculate the tax correctly for 2024 if you have qualified dividends or long-term capital gains. So if some of your capital gains are long-term, you should not rely on TaxCaster right now for what you are trying to accomplish. As an alternative you could buy the TurboTax download software for 2024 (not TurboTax Online) and use the What-If Worksheet in forms mode to easily enter various income amounts and see how the tax comes out.