"Vanguard fund sale?"If you sell the shares, it is not a dividend.You will get a 1099-B.The holding period determines whether your gain is Long Term or Short Te...
Intuit must have been jumping for joy with the new Form 1040.Blame IRS for making the tax return more complex by adding Schedules 1-6so now you can't use the fr...
the document from your financial institution is a detail report, not a summary.The consolidated 1099 from U.S. broker is also a detail report.TurboTax allows ag...
over-contribution for the current tax yearreturn of excess contribution:before tax filing date including extension:positive earnings allocable to the excess are...
Always print a copy of your completed tax return for your records, and review it carefully before e-Filing.You will need it if you are audited by the IRS, to co...