Thanks for your great answer! It seems have resolved my problems.
Just to make sure I got one thing right, the interview for the QBI information is in the "We see you have Section 199A income" section, right? There were similarly worded entries in "Carryover" sections, but that doesn't seem right.
I seem to have the right number of forms 8549 now, the 4797 looks right and even the 8595 looks "close" (The Qualified PTP income is not the full amount of the ordinary income, but I believe there was a carryover loss that reduced that.)
Thanks again for your outstanding help!
