@wstewart: My apologies for the late reply. This forum is pretty spotty about sending email notifications when threads are updated, and I don't check in very often before Feb/Mar. But what you eventually concluded seems right to me. And I appreciate you posting the research you did, because I'd have had to go down that same path to figure it out for myself (I've got one to deal with for 2019 as well)!
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**Note also, I'm not a Tax Preparer/CPA. Just a volunteer, seasoned, TurboTax user.
Use any advice accordingly!
