[huge-pigeons]

Will you pay federal taxes on that small amount? Probably not. I’m not a tax guy but I’ve been doing this for many years, If you make < $89,000 and married filing jointly, using the standard deduction of $13k each, you will pay no federal tax. That $89k income is based on normal taxable dividends, short and long term capital gains (they are calculated differently), interest, maybe a part of your social security, etc..

If you take money out of your Ira/401k, non-taxable assets, then things change.
I have been using turbo tax premier because of the easy way it accesses all the brokerage accounts.

You don’t need to wait until next year (receiving your 1099’s) to do what you need to do for this years filing (2023 tax year). During the last week of December, I know exactly what all my 2023 dividends, short term and long term capital gains, my social security income was for 2023, and from this info, I can calculate my taxes and do any tax harvesting/selling/etc before dec 31. Been doing this for years. I will get the 2023 turbo tax app in December, calculate all my last minute gains/income/tax harvesting/etc, and will start playing the different scenarios in turbo tax to see what are my best moves to make in 2023 for my taxes. Then I don’t file my taxes until i actually get my 1099’s electronically.