@rogge1722
I posted 2 replies to your post yesterday and I only see one - re 1116. So here goes again...
Re 4952 and my problem #1. 4952 line 4g can be used regardless of having investment expenses or none. The problem is TT only generates the 4952 when the expenses are > than investment income. The reason is there is no requirement to file 4952 if expenses are < investment income. Unfortunately TT is ignoring the case when I want to use 4952 JUST to enter an amount on line 4g.
See these instructions for 4952...page 3... beginning "Line 4g In general, qualified dividends and ..."
I can get TT to generate the 4952 by forcing an amount $1 more than the investment income. I can enter an amount on line 4g. The problem is I do not see a Schedule D Tax worksheet in the forms, nor do I see the special election worksheet that you mention. And TT is still using the tax calculated on the CGQD worksheet instead of that from the Sched D Tax worksheet. Appreciate your help - thanks again.
