Thanks for your reply, Dawn,
I called and spoke to an IRS rep. She walked me through my tax return. She added up all my investment income and it was $3 over the $3,600 limit.
However, we found some accounting mistakes in my home rental income and expense totals. I'll simply file an amended return to solve the tax bill/refund problem.
Thanks! William
BTW- Please ask your TurboTax software folks to make a feature that adds all of the investment income sources and provide a total $ # on it so that a user can see how close they are to the $3,600 cap. Make sense?
Thanks, Dawn!
