@rjs
Yes will do it as a separate question.
BTW, about the 1099-DIV hypothetical I wasn't confused after all. Both things are true, meaning that (i) if the amount (e.g. $100k) where from a 1099-DIV (whether qualified dividends or capital gain) then entering it as such would do (only $21k taxes) and I'd be done and that (ii) if it's entered as a 1099-DIV and for the sake of argument an equal but negative amount is entered in "Other reportable income", it would cancel the 1099-DIV completely. So, a 1099-DIV entry does behave different from a 1099-MISC entry. The 1099-DIV doesn't generate Schedule E, so maybe therein lies the explanation? Not sure. But you alluded that it's a mystery. If you want, I can (tomorrow) execute a hypothetical $100k as 1099-DIV and a -$100k as other reportable income and report to you what's on certain lines. It's academic of course, but ...
Thanks again.
