Because the dividend was issued after my stocks were moved into the Rollover IRA account, the issuer (that received the dividend and then issued the 1099-DIV) w...
To clarify, My total income is $400,000. This includes around $300,000 for earned income from wages, retirement income..., and $100,000 for net investment incom...
My income range is between less than $400 K.According to the tax rule, I should be taxed at 15% for my long term capital gain, but Turbo Tax results in 18.9%.
