Follow these detailed steps with screenshots for how to adjust the cost basis in H&R Block when you sell ESPP shares. Otherwise you will get double-taxed.
Latest Blog Posts
How To Enter 2024 ESPP Sales In TurboTax: Adjust Cost Basis
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.
Beyond the Numbers: a Closer Look at Renting By Choice
Renting by choice looks good on paper but real life is more than numbers. Here are 9 things I learned that a buy-or-rent calculator doesn’t tell you.
File FinCEN BOI Report for Your LLC or S-Corp
If you have an LLC, S-Corp, partnership, C-Corp, or other state-registered entity, your entity has a new federal reporting requirement starting in 2024.
Fidelity Private Client Group But No Free TurboTax, Why?
Fidelity gives a selected group of customers free TurboTax. See how to check if you have the offer and what to do if you weren’t selected.
Which Financial Decisions Require Extra Attention and Which Don’t
Some financial decisions require extra attention upfront and others don’t. Asking these 3 questions helps you distinguish which is which.
Downsides of HSA: When It’s Not Worth It to Contribute
The triple tax-free benefits of an HSA are easily negated by other factors. Don’t choose an HSA-eligible health insurance plan only to contribute to an HSA.
Stay Away from Zero-Percent C of I in TreasuryDirect
Treat TreasuryDirect as a delicate object. Do as little as possible with it. Stay on the beaten path. Be extra careful not to get your account locked.
3 Lessons Learned From a Botched Money Transfer
Some ways of transferring money are better than others. Learn these lessons from a botched money transfer and use a better method when you do it next time.
Voluntary Tax Withholding on Selling I Bonds at TreasuryDirect
TreasuryDirect normally doesn’t withhold taxes from the proceeds when you sell I Bonds. If you prefer to have taxes withheld, here’s how to do it.