@mark key, Sorry for getting back so late, Mark. I have been out of the country. I didn't manually over ride the code D with Code Z in form 8949 and mail in the paper return. I just ended with code Z in the description of the transaction. My return went thru and I got the tax refund in about 2 weeks w/o any problems. I simply mailed form 8997 along with a letter explaining what I did and why. I also included a copy of form 8949, 4797 and 1040 so that IRS can cross reference the transactions.
I plan to continue this approach in the subsequent years untill all OZ funds are closed.
I couldn't find my original post and only remember mentioning TAXACT doesn't find as much tax savings as Turbotax, as the reason for me to try to hack Turbo instead of using TAXACT.
