Thank you very much @JamesG1 that makes perfect sense. I used the live help option last year and didn’t get the assistance to the level I felt it was worth the fee. Therefore this year I wanted to try this forum.
The return has become more complicated so it may be time to get professional help on the future. For now though it’s working fine for me this way. Thank you very much for the help.
The only thing I need to fix now is a K-1 that was issued to me as an individual but should indicate my IRA holding the investment. I understand without this indicated on the K-1 that I would need to report the K-1. However, it’s clear that the K-1 is issued to my IRA custodian, but incorrectly indicates the partner is an individual. This negates the benefit of using IRA if I have to file.
