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Posted on 4/2/24 at 4:16 pm to TigerGrl73
Subtle brag @TigerGrl73 
Unfortunately, we're well below that $250k NIIT threshold. On the otherhand, if I dont mess it up next time we have some space under the ~$90k threshold (after standard deduction) where we can pay zero on some harvested long term gains. This little mistake cost me ~$750 of unnecessary LTCG tax on $5k of excess gains.
lesson learned must have underestimated dividends as well. Still harvested $20k gain w zero tax.
Unfortunately, we're well below that $250k NIIT threshold. On the otherhand, if I dont mess it up next time we have some space under the ~$90k threshold (after standard deduction) where we can pay zero on some harvested long term gains. This little mistake cost me ~$750 of unnecessary LTCG tax on $5k of excess gains.
lesson learned must have underestimated dividends as well. Still harvested $20k gain w zero tax.This post was edited on 4/2/24 at 4:56 pm
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