not correct
the ordinary income portion is omnly reported through the k-1 sales schedule
the capital gain portion is only reported on form 8949. using the k-1 sales section for this will result in a notice from the iRS for underreporting proceeds instead of codes B&E as on the 1099-B the 8949 will reflect code X
so for the sales section the sales price should only be the 396 for regular tax amd tax basis 0
for amt column tax basis should be 73 to get a -73 to flow to 2k of form 6251 (ordinary gain should compute to 323
| column 3 |
column 6 |
column 7 |
column 8 |
column 9 |
ltcg |
ltcg |
stcg |
|
|
| 701.95 |
|
|
|
|
|
|
|
|
|
| 2807.81 |
|
|
|
|
|
|
|
|
|
| 50.17 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
| 3559.93 |
2261 |
1298.93 |
396 |
902.93 |
0.99 |
893.9 |
9.03 |
|
|
| cost basis |
|
2261 |
|
|
|
|
|
|
| total cost basis |
|
2657 |
|
|
|
|
|
|
| scheduke d /8949 reporting |
|
|
|
|
|
|
|
| sales price |
shares |
% |
|
gain allocated |
cost by difference' |
|
| 701.95 |
lt |
15 |
20% |
|
178.78 |
|
523.17 |
|
|
| 2807.81 |
lt |
60 |
80% |
|
715.12 |
|
2092.69 |
|
|
| 3509.76 |
|
75 |
|
|
893.9 |
|
2615.86 |
|
|
| 50.17 |
st |
|
|
|
9.03 |
|
41.14 |
|
|
| 3559.93 |
|
|
|
|
902.93 |
|
2657 |
|
|
