Hi ReneV4,
Thank you for trying to help me. Unfortunately, I'm not seeing the options you mentioned in steps 1-5. Under Income, here's what I'm seeing:
- Interest and Dividends / Forms 1099-INT, 1099-DIV
- Investment Income / Form 1099-B, capital gains/loss, home sales
- Rentals and Royalties / Rental property, copyright/patent royalties
- Business Investment and Estate-Trust Income / Income or loss from ownership in other business and/or trust and estate entities (K-1s received)
- Other income or loss / List your own categories for any income not yet entered above
#2 doesn't have an option within it for something other than Form 1099-B.
#4 is looking for K-1s, which I haven't received for the estate.
#5 has no options that allow for reporting investment sales and cost bases.
Other advice?
Thanks,
Craig
