HowdyDoodle1
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Thank you!! You just solved the issue I was having - my error - I was checking the IRA/SEP/SIMPLE box which was causing the entire distribution to be taxed. Unc...
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Thank you for taking the time to reply- it is much appreciated. It appears I should find a tax accountant to determine if I qualify to take the NUA treatment. I...
Activity Feed for HowdyDoodle1
- Posted Can you use a loss incurred on a previous primary residence to offset a gain on the sale of your current residence? on Deductions & credits. March 5, 2025 1:02 PM
- Posted Re: Net Unrealized Appreciation (NUA) on Get your taxes done using TurboTax. July 23, 2023 5:12 AM
- Posted Re: Net Unrealized Appreciation (NUA) on Get your taxes done using TurboTax. July 22, 2023 6:03 PM
- Posted Net Unrealized Appreciation (NUA) on Get your taxes done using TurboTax. July 22, 2023 10:47 AM