Could be the 27% tax bracket issue that occurs to some taxpayers.No, because I can see the immediate change in my federal and California refund in real time. There was an immediate change after the 1099 dividend form.Are you by any chance confused by qualified dividends being included into AGI?
The only reason for such a drastic change is for those qualified dividends to be taxed at a higher rate than would be expected based on my bracket.
Statistics: Posted by coachd50 — Wed Feb 14, 2024 1:37 pm — Replies 17 — Views 266