After you file

Hi Fanfare, thanks for responding.

If I was filling out the form by hand, I would simply put the amounts in the correct lines.

With TurboTax, interview mode forces me to choose covered/ noncovered, and forms mode does not seem to allow data input directly on Schedule D.

The only solution I can come up with is to enter the sale twice, once with the covered shares, once with the noncovered shares, in interview mode (as if it were two transactions) When I do that, Schedule D matches the CPA's work, and it matches how I would do it with pencil and paper.

Is there another way, or is this what you were suggesting?

Cheers

 

@fanfare