Updated on January 20, 2021 with updated screenshots from H&R Block software for 2020. If you use other tax software, see: How To Report Backdoor Roth In TurboTaxHow to Report Backdoor Roth In ...
Tax Software: Buy the Download, Not the Online Service
The latest statistics from the IRS show that of all the e-filed individual tax returns for a recent tax year, 59% were done by tax professionals and 41% were self-prepared. That 59% number is still ...
Adjust Cost Basis for ESPP Sale In H&R Block Software
The new IRS regulation for ESPP shares acquired in 2014 or thereafter requires adjusting the basis. Otherwise you will be double-taxed on the discount. Reader Roger asked me how to do it in H&R ...