Thanks Kat.
I agree about Critter-3's advice. More importantly, I still think I'm making this harder than it is. Last year I imported the 1099-Composite but all I had was normal distributions; I had not sold anything in 2020.
In 2021 we sold several mutual mutual funds so now I'm concerned with the "mechanics" of how it'll work when I'm going through the TT interview process.
