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Investors & landlords
Well, your first question may expose the whole issue here. I didn't realize that I was supposed to download last year's data, nor was I instructed to. About 18 years ago I was a regular TurboTax user, and it always automatically pull my data from the last return, at least that's the way I remember it.
So, before I go any further, can I somehow initiate that procedure right now, or is it going to screw up all the work I've done so far with inputting everything?
To your other points, yes, I completely understand about the 4862 only appearing and/or being filed for the first year only regarding a certain property (asset). But I definitely am not getting the data filled in like your two examples depict.
So let's go with importing last year's data first, and see what happens. What's my next step?