PhoebeRoberts
Level 11
Level 11

I call everything portfolio unless the footnotes specify something is passive. "Other nonpassive" is a fine place to put it if it doesn't obviously belong somewhere else.

I have an Excel file that adds up how much should end up on what lines of the tax return, without which I would never have any faith that my input got the right output, particularly when it comes to NIIT and QBI.