jtax
Level 10

Investors & landlords

@ssfrancis This is all very complicated and hard to explore without your exact data in front of us. But here are some more quick thoughts that might or might not help you. I might not be understanding your exact situation, if so I apologize.

 

The Emp Stock Wks part IV numbers flow to Schedule D (regular and AMT -- 2 separate schedule D's because basis is different).

 

Re: 6251 Part I, line 2k. See the 6251 Wks (page 2). if there is no compensation income (just a qualifying disposition with a different AMT basis) the numbers (sub line 1) come from schedule D (& D AMT). They don't come directly from the Emp Stock Wks because there could be other AMT gains/losses and it is the totals that matter. 

 

I'm not sure what happens if you have a disqualifying disposition that generators ordinary income. When I enter that I see and entry on the 6251 Wks page 2 line 2k sub line 3 for regular tax (zero for AMT) and the totals are adjust and flow to 6251 line 2k. (from sub line 4).

 

That seems to work as I would expect.  Perhaps your situation is different.

 

You could try mocking up a return to show (without personal information or perhaps running it through the Online Meno -> Send File to Agent function (that will save a .diag2023 file, which you can open in TT) or by sharing the appropriate PDFs.

 

Same suggestion to report the over 5 entry bug. Either go through support of if you make file showing the error, we (volunteers) can try get it into the TT system. No guaranties though.

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