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!