This is very helpful. Thank you.Is it accurate then to say that if your unearned retirement income from interest and dividends exceeds $200K as a single filer, ...
Thank you.I can see that's the formula being used and I can read the instructions. What I can't reconcile is that the IRS says that Social Security Benefits are...
TT2023 Form 8960 is definitely including Social Security in the calculation for NII tax. As we see in this example, line 12 includes all dividends, interest and...
Thank you for the response, Mike. I agree with your assessment and that the Turbotax calculation is correct.Now I'm faced with the conundrum of fighting over $2...
In fairness, I received this email this morning. We shall see if the problem has really been addressed, but I was happy to at least receive the acknowledgement:...
