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Investors & landlords
Thanks TheIntegrator, you've given me much more information than any of the various brokers and "tax experts" I've talked with. Funny but several calls to E*Trade were a waste of time, and TurboTax takes the IRS approach and doesn't have anything to help figure this out.
These documents are what I've been looking for. I had looked at the web site you have linked for bond transactions, but I hadn't run across the monster document in my searches. I'll take your method and create a spreadsheet for the bonds I still own. Thanks again!
‎April 9, 2023
2:12 PM