Author Topic: Upping Basis in California  (Read 717 times)

felizcortez

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Upping Basis in California
« on: December 27, 2021, 07:03:56 PM »
I have about 33k of Dividends this year from stocks and I was trying to decide whether it was worth it to step up my basis on stocks that have appreciated.  This puts the gains in the 2% bracket in CA.  I wouldn't go up into the 4% bracket and could max this amount.  Do you think this would make sense to up the basis at 2%?


 

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