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Retirement tax questions

 
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Retirement tax questions

In theory, while it is sometimes possible to calculate such numbers yourself a week or so in advance of Acorns, I strongly recommend against trying it.  As their tax page

https://www.acorns.com/support/taxes/will-i-be-provided-with-the-proper-tax-forms/

states, even they don't have all the numbers they need yet to give you the answer.  One slip or even a difference in rounding and your figures would differ from the 1099-B, possibly getting an IRS letter and forcing you to amend your return later.


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