@Gordon3 I don't have any recent experience importing K-1s -- it was glitchy in the past so I always input them through the interview. I have no idea how TT will handle the sale if you just do an import.
From your response, I assume SHLX didn't report any 'Gain Subject to Recapture' (aka Ordinary Income or Ordinary Gain). If it did, that must be entered on the sale screen, since its the only way to get it to report on Form 4797.
And where I mentioned a 1099-B -- I meant an entry on form 8949. The entry you see checked with a 'C' is from the K-1.
Just to cover all the bases, you're adjusting the basis reported on your 1099-B from the broker, right? You didn't mention it, but that's another area that routinely comes up on these K-1 vs TT threads.
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**Note also, I'm not a Tax Preparer/CPA. Just a volunteer, seasoned, TurboTax user.
Use any advice accordingly!
