No no no no no no no no no. TaxActOnline is NOT user friendly and is NOT for dummies. I have an accounting degree and I do my own taxes and I still had to figure it out.
You enter the actual sale, and the actual cost basis. In the Capital Gain column, you use the drop down menu and then it lets you code it Z. Coding it Z sends it straight to the Form 8997. I think......
I invested mine in 2020 and in the subsequent years it was just "carried forward" so I gotta go back and look for sure how I did it.
I will look and see what I did.
JJ
