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Cindy4
Employee Tax Expert
Employee Tax Expert
Member profile
Howdy! I've been in this community since 2020 and love the resources and sharing. This is a wonderful place to come and be educated on a multitude of topics. I enjoy helping, but am also quite often helped here. I have an Enrolled Agent credential from the IRS.
Latest badges earned

  • Re: Capital Gains

    Offsetting capital gains usually requires harvesting some losses. There may be investments you can sell that are in a loss position. You can check with your bro...
    Cindy4
    Updated Jul 23, 2025

  • Re: Tax efficient dividends, derivatives, stock

    To determine the most tax efficient investments it's important to understand how they are taxed. Long term stocks are taxed at the more favorable capital gains ...
    Cindy4
    Updated Jul 16, 2025

  • Re: Avoiding taxes in retirement

    It sounds like you may be at the level of income where the best strategy may be tax bracket management. This is where you could look at several different scenar...
    Cindy4
    Updated Jul 16, 2025

  • Solved Re: Capital loss carryover web product

    Yes, TurboTax will carry over you capital losses from year to year. You will be prompted to confirm the amount when entering your information for the next year ...
    Cindy4
    Updated Jul 16, 2025

  • Re: Avoiding taxes in retirement

    Taking advantage of the zero percent capital gain rates of:Up to $48,350 in taxable income if single, and $96,700 if married filing jointly is one strategy. Ano...
    Cindy4
    2
    Updated Jul 16, 2025
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