A couple of comments related to your recent follow-up post:
- TT software is designed for the masses. When you get into more complicated situations, such as what you have, things just don't go smoothly.
- I would include a footnote / attachment with the return explaining what occurred and the software limitations you were facing.
- You may get a notice since the software results are "fairly accurate" using your words.
- Make sure you maintain more accurate records in excel or some other format to be able to support the history for your position.
- Not sure you will be able to get exactly what you are anticipating on next years return.
*A reminder that posts in a forum such as this do not constitute tax advice.
Also keep in mind the date of replies, as tax law changes.
