Investing - Intuit TurboTax + Mint Community

Investing

How to report sales with no 1099-B form from overseas brokerage

I am using a desktop version of Turbotax Home & Business 2024. I have been successfully using this software for many years, but I am running into a snag (I didn't have any problems last time, reporting income and/or losses from sales of stock on a fo... read more

Traditional IRA

I'm currently retired and drawing social security and a pension. I also have earned income (1099NEC) from a consutling business. Does receiving retirement benefits constitute being covered by another retirement plan thereby limiting my ability to con... read more

Crypto tax question

Cost basis and proceedIf I spent $2000 to purchase ETH and got $2300. Then my cost basis would be $2000 and my proceed will be $2300, Am I right?Thanks

Does my Invisalign treatment qualify for HSA medical expense if it started before ?

I started orthodontic treatment 8/19/24 and made my 1st down payment for $1500. I received a interest free Auto pay plan for the rest of the cost of Invisalign ($4000) which is where I pay $225 each month for 18 months. I didn't have a HSA at the tim... read more

Split Short-term and Long-term capital gains taxes

I have a $100,000 capital loss carryover from 2023, split as follows:$50,000 short-term loss$50,000 long-term lossFor 2024, my capital gains are:$150,000 long-term gains$20,000 short-term gainsI want to structure my tax situation to:Use only $50,000 ... read more

0% Tax rate on LT Cap Gains and Qualified dividends

I was reading an article in the WSJ on 0% capital gains tax for long term capital gains and qualified dividends. The Taxable income limits are 44k for singles and 89k for married filing jointly. See pic for exact amounts. The article also states I ca... read more

Depreciation on Rental Home

Hi. My partner and I share a rental property. I have had my 2024 taxes done by a CPA and am doing my partner's taxes on Turbo Tax to save money. I have the figures that my CPA used for depreciation and want to use those figures for my partner's taxes... read more

Foreign property sold on December 31st, but funds received in new year.

Hi, I sold a foreign property and changed ownership on 31st of December of 2024. However due to computer glitch, was not able to deposit the funds to the account until following day which was in the new year 2025. Agreement funds of 10% was received ... read more

Invested in a startup on StartEngine that went public, how to file?

I don't have experience with stock investments, but did try investing in a private startup on StartEngine called Jet Token. It went public last year, merged with another company, didn't do well, and ended up doing a reverse stock split, and buying me... read more

Selling an investment house I currently live in

Hello and thanks for responding- I bought a house 10yrs ago to renovate and sell, but ended up renting it out and had to move back in 3 yrs ago.I took depreciation for the 5 yrs ($35k) after it was renovated (2yrs) and while renting, then stopped dep... read more

Various Cost Basis Overall Gain Wash Sell

If sell a stock with various cost basis. some result in a loss but overall is a gain. Is it subject to wash sell? Multiple purchases at various prices.Sell all at once for overall gain. But some of the shares were underwater.Since this is an overall ... read more

403b contribution

Hi,I am trying to plan next year contribution by front loading max allowance. I plan to work only half year (Jan - June 2025), then travel the world a bit Some relevant information below:- 50 years- Residing in Calif-Single filing taking standard ded... read more

Recovering an expense that must be depreciated.

My wife and I own an investment property, a duplex, purchased in 1999 and paid off in 2008.The gross rental income is $1,200 per month.The house is currently in need of some foundation repair along a 12 foot section of basement wall, and will soon ne... read more

TSP and Excess Payment

I've got a weird one for the group.Last year I rolled over some money from TSP to my Vanguard IRA account. Being the Govt they sent a check to Vanguard. Check wasn't received in over 2 months, so they issued another check. Original check and the repl... read more

Cost basis for renovated rental for sale

I bought a rental on foreclosure 12 years ago for 32k. I did about 20k worth of work on it so it was livable. I did not claim that work on my taxes for depreciation. Depreciation is in the 32k for recapture. It was a roof and addition remodel. I sold... read more