Get your taxes done using TurboTax

I guess I should have said up front that we are using TT Deluxe. Mom is still filing her taxes using 1040 as her trust is still revocable. Dad had a separate trust and when he passed she inherited his trust. Everything was renamed to her trust, but the accounts he had still had their individual account numbers. When she bought the limited partnership units in 2020, $50,000 was taken from one account and $15,000 from a different account. When it was discovered in 2021, the units were "exchanged" and put in a new account together. The sale of the units this year, though, has the 1099B reporting out from the accounts the money was taken from originally. We can handle the 1099B portion but are still unclear on the "Inside" Basis. Is it correct to assume the Basis is $60629 since every year the only transactions were a balance of net income and distributions?

TT Deluxe does not have the screens you describe, especially the one that asks if the sale was reported on a 1099B. Is reporting it myself sufficient to prevent "Double Counting"? 

She received no other documents other than what I posted with my original post. So back to my original question - what do I put in the boxes for the sale information? And have we answered the questions on these screen shots correctly?