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deegeese ,
@deegeese@sopuli.xyz avatar

I had no trouble handling my basic W2 and mortgage interest deductions.

Where it got tricky was when I had stock income from RSUs. I found a “professional” who sucked, so I figured out how to do it correctly myself and never looked back.

Also, if you have multiple mortgages due to a refinance, that can get tricky; TurboTax has a nasty bug on this so you might want to pay for an hour of an expert’s time if there’s any new scenario you don’t understand.

Copernican OP ,

What’s tricky about RSUs? Doesn’t my brokerage account, fidelity in this case, just provide the forms I need to enter? I also thought if I sold the RSU’s the second they hit my account there was not really a tax implication since taxes were paid from the gross RSU value so my net RSUs were a lot less than than actual gross grant number of RSU.

deegeese ,
@deegeese@sopuli.xyz avatar

You already paid tax, but also got a 1099, so if you don’t enter the correct cost basis you will be double taxed.

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