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taxdean
Level 4
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  • Re: NUA Stock Sale and 3.8% NIIT

    Yes, that is what I would get. Hopefully, this dmertz will chime in. As it turns out, I did not have dividend re-investment set up (was worried about it hurting...
    taxdean
    1
    Updated Dec 26, 2025

  • Re: NUA Stock Sale and 3.8% NIIT

    Regarding the tax professional, I was merely referring to one who could agree with us (or not), but it is not clear any of them are looking into this thread whi...
    taxdean
    3
    Updated Dec 26, 2025

  • Re: NUA Stock Sale and 3.8% NIIT

    Glad to hear but where will we find that tax professional to confirm? In the meanwhile, Romper, for my example, can you clarify which numbers you would enter wh...
    taxdean
    5
    Updated Dec 26, 2025

  • Re: NUA Stock Sale and 3.8% NIIT

    OK, I think we are on the same page now and you are just making different assumptions than I was. I am going to try to go back to a simpler example that I think...
    taxdean
    7
    Updated Dec 26, 2025

  • Re: NUA Stock Sale and 3.8% NIIT

    Unfortunately, I am in RMD and IRMAA territory but am doing my best to account for that. Most of what you say makes sense to me except the following:I agree. Th...
    taxdean
    9
    Updated Dec 26, 2025
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