About mschoenfelder

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Solved Re: With employee stock options there are two taxable transac...

Thank you very much@Mike9241for the prompt answer. That exactly answers my question (and I am sure will do the same for many others).This was a same-day sale of...

mschoenfelder

1

Updated Aug 12, 2023
Solved Re: With employee stock options there are two taxable transac...

"The key to avoiding double taxation is to add the ordinary income shown on your W-2 for the shares vesting to your basis for the subsequent sale."Add where? As...

mschoenfelder

3

Updated Aug 12, 2023
Re: Caveat Emptor: Intuit has not refunded TurboMax even when I disa...

Update: I was able to contact Intuit through other means, and a very nice human was able to help with the refund process.

mschoenfelder

Updated Apr 28, 2021
Re: "...it's showing up as $0.00 in summary" That is because...

I see the OP reported this issue in 2019, so I was mistaken about when the problem started. This bug has been around since at least 2019. I am 99% sure it worke...

mschoenfelder

1

Updated Apr 09, 2023
Re: "...it's showing up as $0.00 in summary" That is because...

I spent an hour on the phone with Tier 2/3 on this issue. Here's the deal. The K-1 information is indeed distributed to the correct lines in form 1040. I added ...

mschoenfelder

2

Updated Apr 09, 2023

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Date Registered	‎April 17, 2021 2:05 PM
Date Last Visited	‎April 14, 2025 6:42 PM
Total Messages Posted	6
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