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@rolanddawson2500: First, the interview process works when you do a complete disposition all in one holding period, so those answers should be fine. But there's also no reason that there should be a difference between methods. 4797 is just the Ord Gain -- no reason that should be different on either process. The 1099B kicked out by the interview process will calc Cap Gain. And the 1099B you create should have the exact same number (since you control it). So figuring out if the $41 is a new TT quirk or an error on your inputting would require nailing down exactly what line item is off by $41. Could be Sched E, 4797, QBI deduction, or Sched D. I'm curious if you track it down...
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**Note also, I'm not a Tax Preparer/CPA. Just a volunteer, seasoned, TurboTax user.
Use any advice accordingly!
**Note also, I'm not a Tax Preparer/CPA. Just a volunteer, seasoned, TurboTax user.
Use any advice accordingly!
‎June 7, 2019
4:06 PM