are investment portfolio management fees deductible? It depends If you file a Sch C as a trader, you can deduct the fees as business expenses If you are a personal investor, it is not deductible If you borrow money to buy taxable investments (like margin interest) it is deductible up to the amount of your net investment income
Turbotax doesnt carry exempt-interest dividends to VA return My 1099 DIV - box 12 has $ 1682 71 I live in VA I calculate exempt-interest dividends from VA is $32 64 and Multiple States is $1650 07 I put it as VA and Multiple States when TurboTax asks for where the exempt-interest dividends from The $32 64 should be subtracted from VA income and $1650 07 s
What if I forgot my user ID or password? - Intuit If you forgot your user ID or password, but still have access to your phone or email on file, you can still access your account This is the fastest way to
Whats the Premium Services package? - Intuit Premium Services is an optional add-on package for any paid version of TurboTax Online with a California address that hasn't added MAX
Where can i get my screen share code? - Intuit Where can i get my screen share code? Go into your account and return (click "Pick up where I left off") Click Tax Tools on the left side (under File) Click Tools from that drop-down Click "Share my file with Agent" at the bottom of the list on the Tools Center screen Click OK to the dialog box The screen-share code is the "token number" listed on the screen
Box 14 on Washington state W 2 - ttlc. intuit. com Hi, I have the letters PSFR listed in Box 14 It has an amount that is over $2000 there Do you know what category I should choose from the drop down menu of Turbo Tax? Thank you! ~Paul
TurboTax Audit Support Center - Intuit Audit Support Guarantee Description: Free one-on-one audit guidance when you file a return with any TurboTax version except TurboTax Business for Windows Services: Consultation with a trained tax professional if you receive an audit noticeYear-round answers to your audit questionsAssistance with what to expect and how to prepare for an auditContact info:Call 800-624-9066 for assistance
How do I calculate the cost basis for the Kraft Heinz merger? Solved: How do I calculate the cost basis for the Kraft Heinz merger? These transactions are somewhat complex and the way these sort of reorganizations work is as follows: 1)For EACH LOT of your stock that you gave up you need to determine gain or loss based on the "proceeds" of the sale (cash per share + FMV of stock received) vs your basis in that lot The holding period from the old lot of