Thanks for your reply!
For some reason I could never get it to balance things when I was in Step-by-Step view, but when I switched to Forms view, I was able to get things to balance by updating schedule M-1, line 1 to include the capital losses, so that the auto-filled line 3 would cancel out that same amount to get the correct line 10 value that doesn't include the capital loss. And because of the update to the per book income above, it had the correct value for M-2, line 2 so that the retained earnings show the capital loss.
Thanks again!
