Can you (or anyone else here) explain the tax difficulties with filing these? I currently have an accountant but will be moving into doing my own taxes in the future via something like TurboTax. Does it not handle these or is there some additional legwork needed to be done? I'm trying to decide if its worth the hassle given I have ~900K in a TIPS ladder in taxable right now but could easily sell it off this tax year to get rid of the PITA from doing the paperwork.If I must hold them in taxable (I don't need to), yes, I would hold a fund. And even then, only a short fund like VTIP.
I was reacting this this statement: "I'd rather pay my taxes as I go with a fund and pay the ER price for doing so.", which seemed to indicate that you'd own them in the form of funds?
I've held them in taxable before. The tax paperwork was no fun.
Statistics: Posted by jjunk — Mon Nov 25, 2024 4:42 am