Level 11
10-07-2022
02:28 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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.