Thanks for the help. I didn't know about form 8949, but now I understand. My brokerage statement was 26 pages, so I just made a copy to mail. Saved me many hour...
You have solved my problem! I did not realize that the $80,000 limit for married, filing jointly, could qualify us for the 0% tax rate on dividends. I thought i...
Yes, the entire amount is qualified, but I think my income is too high for 0% tax. Also, when I compared the original return (which I had already printed) to th...
My spouse died in 2020. I received a $600 stimulus payment but he did not. Even though he was deceased, I thought the payments were based on 2019 tax returns. I...
