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Question

Quest about '26 return. '26 is the 1st yr that we will have no W-2, no K-1, and no NEC forms. How to forecast possible Div/CG, SS & IRA dist, tax implications?

Forum|Forum|3 months ago
April 15, 2026
1 reply
90 views

We will have taxable cap gains and qualified dividends. Trying to estimate best strategy of taking SS? Take more CG? Take IRA distributions? I know taxes are stacked, with ordinary inc first. Just planning ahead.

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