ThickAsABrick
Level 3
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Doh! I see what happened, and TurboTax is a tiny-bit misleading here. In the mortgage (1098) section one is encouraged to enter property taxes... but one should...
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But won't you get hit again and again (if you continue to take these withdrawals or RMDs in the coming years)? Or was this a one-time event. Curious myself.As w...
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I would think you could simply go on-line to the provider (e.g., a brokerage house)... often electronically importing or downloading as a PDF. Most have been pr...
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If you have a broker to contact (or work with) at your brokerage house, I'd ask them to research this for you. They do it all the time.
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If I remember correctly, the cost basis steps up to the value upon inheritance.
Activity Feed for ThickAsABrick
- Posted Re: Why does TurboTax list my property taxes as provided on a 1098 when it wasn't? on Deductions & credits. February 10, 2022 2:13 PM
- Posted Why does TurboTax list my property taxes as provided on a 1098 when it wasn't? on Deductions & credits. February 10, 2022 2:06 PM
- Posted Re: 401K distributions on Retirement tax questions. February 14, 2021 2:10 PM
- Posted Re: How long do i wait for the 1099 in the mail or can I just file for it without the 1099? on Retirement tax questions. February 14, 2021 2:03 PM
- Posted Re: Cost basis calculators on Investing. February 14, 2021 1:54 PM
- Posted Re: Cost basis for inherited stock on Investing. February 14, 2021 1:51 PM
- Posted Re: Selling Stocks on Investing. February 14, 2021 1:49 PM
- Posted Re: No State or Federal 1099Gs for refunds. Wonder if they are coming. on Get your taxes done using TurboTax. February 12, 2021 11:45 AM
- Posted No State or Federal 1099Gs for refunds. Wonder if they are coming. on Get your taxes done using TurboTax. February 12, 2021 10:54 AM
- Cheered Re: Under Standard Deduction - keep on keeping records, and the State of Oregon for Bsch4477. February 27, 2020 8:54 AM
- Posted Under Standard Deduction - keep on keeping records, and the State of Oregon on Deductions & credits. February 24, 2020 2:04 PM
- Posted Re: Each state has its own guidelines and tax rules for prepa... on Deductions & credits. February 24, 2020 1:50 PM
- Posted Re: Customer service number on Get your taxes done using TurboTax. February 24, 2020 1:45 PM
- Got Cheered for Re: How to start investing. October 7, 2019 1:50 PM
- Posted THIS DID NOT WORK FOR ME!!! I cleared the MS Edge history... on Get your taxes done using TurboTax. June 4, 2019 1:38 PM
- Posted I'm not certain, but for me (and my wife) who are retired... on State tax filing. June 1, 2019 1:31 PM
- Got Cheered for Re: Beginner investing. April 18, 2019 8:58 AM
- Got Cheered for Re: How to start investing. April 6, 2019 12:04 PM
- Got Cheered for Re: How to start investing. April 5, 2019 8:50 AM
- Got Cheered for Why did TT use the Standard Deduction with my deductions exceeded that?. March 23, 2019 4:06 PM