@woodward-apart Thanks for your update on this, I'm just trying to figure it out now with the extension due 10/15. Shocked that 2017 tax laws are not fully supported by TurboTax. Looking at your approach, how might this work if your gain to defer is coming from multiple sources like 1099-B's from broker statements with multiple income elements on it, which should be included in total and matching of course? And/or from K-1's with gains from trusts or other investments. Are you saying that you add a new investment sale that is only for the QOZ deferral 'reversal' and don't need to impact other income source documents? Or you somehow need to effect those docs/forms also? I'm concerned about Fed only and greatly appreciate your help and expertise!
