Reply To: Clueless about “Section 199A dividends”

Home Fairmark Forum Taxation of Investments Clueless about “Section 199A dividends” Reply To: Clueless about “Section 199A dividends”

#5190
Sasha
Participant

Thank you, Kaneohe. This is very helpful.
I’m planning to start the process of testing FreeTaxUSA on the weekend while I’m still waiting for the rest of 1099’s to come.

At least we qualify for the ‘simpler’ form – 8995, but who would have thought that an index fund would have such weird things in them though yes, I realize, all this is thanks to the tax ‘overhaul’ that was supposed to simplify tax filing LoL.