1: We have never ever procrastinated on our taxes before. I am anal about these kinds of things.
2: There should be a checkmark that says I prefer to just to pay the higher tax rate on fractional shares of reinvested dividend. Those $0.11 cents are just not worth the time it is going to take.
3: Proofs to explain the logic flow should not be required to accompany your taxes. Are there points for partial credit??
And Mr. Turbo tax tip writer, while I appreciate your help in trying to explain, and doing an admirable job at it (even using EXAMPLES. Seriously. KUDOS.) you forgot a few situations. For example, you completely neglected the all of the above case (part qualifying and disqualifying dispositions held under a year, between 1 and 2 years, and over 2 years with some reported by an employer as income, and some not, and no where do you mention those pesky fractional shares of reinvested dividends.)
Give Thanks from Marie H Designs
17 hours ago