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How does IRS know that I calculated tax using worksheet "Qualified Dividends and Capital Gain Tax Worksheet"

The Schedule D instructions specify under what circumstances (based on boxes checked and/or numbers entered on certain lines) you should use the worksheet. When the IRS processes your return, if you ...
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wash sale with leveraged ETF

There's not a crystal clear definition of "substantially identical" securities, but I would strongly suspect that an ETF and a leveraged ETF, even on the same index, would not be considered &...
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How do I get the Social Security Administration to Issue a Corrected 1099?

I called the local Social Security office to make an appointment. They weren't taking appointments due to Covid, but they fixed it for me! I got a corrected SSA-1099 in the mail. The moral of the ...
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Are options on popular ETF considered section 1256 contracts?

Most advice is that option on equity ETFs such as SPY and QQQ do not qualify as 1256 contracts. Two things against them: 1) they track indices but are not indices and 2) they do not settline in cash. ...
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