About ed8

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Re: How to enter 1099B tax-exempt Bond?

I think the dividends accrue tax free. However, when you sell your bond (or bond fund), it appears to be a fully taxable event?"While the interest income is usu...

ed8

Updated Feb 20, 2022
Re: Form 1099-B (Proceeds from Broker and Barter Exchange Tra...

I did this for a sale of some VCADX, and then TurboTax reduced my refund. It appears that TurboTax does not handle tax exempt bond funds properly.

ed8

Updated Feb 20, 2022

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Date Registered	‎June 1, 2019 1:55 PM
Date Last Visited	‎November 2, 2024 9:51 PM
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