Hey, thanks again, @DMarkM1.
After a brief back-and-forth with the attorney, it sounds like they're going to amend the 1099 to exclude the proceeds from the home sale, so I think it should greatly simplify the situation. So I think we're finally on the right track! I'll update this post once I find out more, hoping it might benefit anyone else who lands in a similar situation.
Have a great afternoon!
