About evelynm

Employee Tax Expert

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It's Evelyn. I have been a CPA for over 20 years. I have been with Intuit TurboTax since it went live. Working with client's in a timely and proactive manner makes every day a great day.

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Re: How to track stock cost basis through multiple splits, reverse s...

If you are missing cost basis there is historical data to provide up to 10 years of daily historical stock prices and volumes for each stock. They may have the ...

evelynm

Updated Jul 16, 2025
Re: Losses Offsetting Normal Income Taxes

You need to plan carefully to benefit from offsetting ordinary income like your wages against capital losses. Losses on your investments are first used to offs...

evelynm

Updated Jul 16, 2025
Re: Minimizing Tax implications for selling RSUs

Check the brokerage that is holding the RSU's as they likely have a supplemental report reflecting the cost basis based on what was already reported/taxed throu...

evelynm

Updated Jul 16, 2025
Re: Minimizing Tax implications for selling RSUs

Turbo Tax has a great tax calculator tool that will be great in assisting with estimating your taxes: TurboTax Tax calculatorAlso, you may want to stay up to da...

evelynm

Updated Jul 16, 2025
Re: How will selling a condo that was used as a rental impact my tax...

On the sale of your condo it will be a capital gains scenario. The three items that will determine the gain or loss on the sale of your condo are the Adjusted ...

evelynm

Updated Jul 16, 2025

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Date Registered	‎March 1, 2021 11:37 AM
Date Last Visited	3 weeks ago
Total Messages Posted	195
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Re: How to track stock cost basis through multiple splits, reverse s...

Re: Losses Offsetting Normal Income Taxes

Re: Minimizing Tax implications for selling RSUs

Re: Minimizing Tax implications for selling RSUs

Re: How will selling a condo that was used as a rental impact my tax...

Do you have a TurboTax Online account?

Re: How to track stock cost basis through multiple splits, reverse s...

Re: Losses Offsetting Normal Income Taxes

Re: Minimizing Tax implications for selling RSUs

Re: Minimizing Tax implications for selling RSUs

Re: How will selling a condo that was used as a rental impact my tax...