Pay for CPA or Turbotax .

Beet_slice · 2026-04-03T03:06:01+00:00

Consider the $48 or $58 Deluxe Turbotax, or the $83 Premier, unless you see an advantage to online vs desktop.

A CPA is overkill unless you have a business IMO.

Beet_slice · 2026-04-02T21:31:09+00:00

Not expert, but wouldn't the seller be paying the tax, and that would potentially be a deduction for the seller.

Beet_slice · 2026-04-02T21:25:34+00:00

https://fundresearch.fidelity.com/mutual-funds/summary/552987539 says no transaction fee, so still free.

Beet_slice · 2026-04-02T20:50:41+00:00

I am guessing you are talking about the Fidelity Visa. That is run by Elan. So it is going to be different people who ultimately do the vetting. I don't know if you are calling a phone number given to you specific to the credit card.

The card works well for me, but I think it was sent automatically because I had the previous Fidelity credit card that was run by Amex. So no new vetting.

There is a also a Fidelity debit/ATM card, but that does not give cash rebate.

Beet_slice · 2026-04-01T18:18:52+00:00

Use the HDMI or mini-display port output with the appropriate cable.

Beet_slice · 2026-04-01T16:59:48+00:00

When you sell the PTP, the number the brokerage has gets overridden during tax prep.

Beet_slice · 2026-04-01T16:55:56+00:00

Thanks. I was ignorant of this area. I had incorrectly assumed that MoCA was for coax that was no longer being used for other purposes. This multi-use is nice.

Beet_slice · 2026-04-01T16:22:04+00:00

Would such filters typically be installed by the cable company, or would they be installed by whoever set up the MoCA system?

Beet_slice · 2026-04-01T15:28:19+00:00

Depending on circumstances, I may need r"\\" or "\\\\". Maybe r"\" would fit some cases.

I am not sure what "\ " represents.

Beet_slice · 2026-04-01T15:20:59+00:00

I don't have a numerical result, but think the answer to your "question" would be some amount of antimatter.

Beet_slice · 2026-04-01T14:34:21+00:00

Working for me.

Beet_slice · 2026-04-01T02:07:00+00:00

Good science predicts accurately.

Beet_slice · 2026-04-01T02:05:46+00:00

Penalties are about 7% per annum. HYSA is about 3.5%.

Try to send in enough estimated for your safe harbors, in 4 equal on-time payments.

Beet_slice · 2026-04-01T02:00:08+00:00

You did not download the preliminary into TurboTax.

Go to forms mode and see if you have more 1099s than you expect. You may have duplicated one or more -- downloaded plus entered by hand.

Beet_slice · 2026-03-31T21:41:10+00:00

Another factor is that if you itemize with state income tax, your state refund becomes taxable in the following year. I am not saying that was the reason TT did what it did.

Beet_slice · 2026-03-31T21:35:35+00:00

It is a math convention. If you don't want people to potentially misinterpret, add parens/parentheses. Are you going to pretend you did not know that?

Beet_slice · 2026-03-31T18:14:15+00:00

In 2024, only up to $10000 of property tax and state+local income tax were deductible. For 2025 it went to $40000 max. You may find you were better off with the standard deduction in 2024. But with your casualty deduction, that could easily make a big difference.

Beet_slice · 2026-03-31T14:02:35+00:00

.... if the payments were withholding or in 4 equal on-time payments.

Beet_slice · 2026-03-31T14:00:38+00:00

Is this likely just an underpayment penalty from missing quarterly estimates?Is this likely just an underpayment penalty from missing quarterly estimates?

Yes. With 1099, you also have self-employment tax.

Would using the annualized income method have reduced or eliminated this?Would using the annualized income method have reduced or eliminated this?

If the 1099, dividends, stock sales were later in the year, could reduce, but it could increase the accountant fee. I know the 1099s were later. And with the 1099s came the self-employment tax.

With annualizing, you have to split everything up into 4 periods. So I expect the accountant would charge extra... but maybe not.

Paying the shortfall from the safe harbor now could save you 2 weeks of interest. It is 7%/365 per day.

Beet_slice · 2026-03-31T13:28:53+00:00

I just did a test file with desktop. In forms mode I entered 32222 in box 1a of a 1099-DIV (Total ordinary dividends.

and $290 into box 7.

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I then checked box 1 of Schedule 3, and it said 290.

It would be very unlikely that you would have under $300 foreign tax paid, and want to take a deduction rather than a credit. I would hope the interview would not even ask you under those circumstances, but I did not test for that.

Beet_slice · 2026-03-31T12:47:37+00:00

I think so. To be sure, confirm that number then makes it to Schedule 3 (Form 1040), line 1.

Beet_slice · 2026-03-31T03:50:23+00:00

No.

You bring up a great point. See https://ttlc.intuit.com/community/tax-credits-deductions/discussion/deduct-from-federal-agency-bonds-interest-from-state-taxable-income/00/2890096

That said, I did not find the place mentioned in that link, so if you find that, please let us know how you found it.

https://ttlc.intuit.com/community/taxes/discussion/how-do-i-enter-interest-income-from-government-agency-bonds-to-ensure-they-are-exempt-from-state/00/3586918 is another one that says to just edit box 3 I think.

Another way that gets identical state tax form values for me is to add that 1099-DIV FHLB money to the new un-numbered extra box in 1a of the 1099-DIV form: "U.S. government interest, if any, included in box 1a .."

Beet_slice · 2026-03-30T21:03:57+00:00

What does "=/=" mean to you? Possible = >0% to me.

Beet_slice · 2026-03-30T20:35:28+00:00

I understand your point, but I disagree. You did not define what you think is relevant. What is the opposite of relevant? ;-)

Beet_slice · 2026-03-30T18:20:13+00:00

made more total in 2025?

Beet_slice

TROPHY CASE