Follow these detailed steps with screenshots for how to adjust the cost basis in TurboTax when you sell ESPP shares. Otherwise you will get double-taxed.
Latest Blog Posts
2022 Self-Employed ACA Health Insurance Subsidy In TurboTax
If you’re self-employed and you buy health insurance from the ACA exchange, here’s how to use TurboTax to calculate the subsidy and tax deduction.
How to Enter 2022 Foreign Tax Credit Form 1116 in TurboTax
You need to file Form 1116 with your tax return when you paid more than $300 or $600 in foreign taxes. Here’s a walkthrough for how to do it in TurboTax.
2022 Self-Employed ACA Health Insurance Subsidy In H&R Block
If you’re self-employed and you buy health insurance from the ACA exchange, here’s how to use H&R Block software to calculate the subsidy and tax deduction.
2022 2023 2024 Federal Poverty Levels (FPL) for ACA Health Insurance
Compare your income with the Federal Poverty Level (FPL) to calculate the premium subsidy tax credit for health insuance under the Affordable Care Act.
Fidelity Retirement Planning Tool: High-Level Model, Not Tactical
Fidelity’s retirement planning tool shows how much leeway you have and what moves the needle. It isn’t designed to give year-by-year tactical guidance.
Fidelity Full View + GPS: Track Your Portfolio Across All Accounts
Fidelity Full View gives a global view of your entire portfolio at Fidelity and elsewhere. It feeds into Fidelity GPS for a more in-depth analysis.
Security Hardware for Vanguard, Fidelity, and Schwab Accounts
Get off SMS text message codes and stop using your phone for login security. Buy hardware tokens and keys to protect your investment accounts and email.
How to Manage a Family Member’s Fidelity or Vanguard Accounts
Financial institutions often don’t recognize your Power of Attorney. Follow this process to authorize access to your Fidelity and Vanguard accounts.
Roth Conversion with Social Security and Medicare IRMAA
A step-by-step walkthrough of how to use the Case Study Spreadsheet to estimate tax rates on Roth conversion with Social Security and Medicare IRMAA.