Thank you so much! I'm so glad I posed the question in the Community. The representative I talked to yesterday said the exact opposite including that the Live Expert could assist with calculations and advice on determining basis. I completely understand the logic that such would constitute "tax preparation". Sure wish the rep was more knowledgeable since I would have wasted $60.00!
I will try to continue on my own - is it best to pose my questions one at a time or try to gather a list of questions as I already have a few to ask.
Again, many thanks for the assistance!
