AmyC
Expert Alumni

Investors & landlords

It depends.  

  • The form is looking for real values so you do want to keep that information with your tax file. Lines 4b1b and 4b1c are the allocation ratio. The IRS is looking for the basis of the  specific investment on the line 4b1b  divided by total investments you own (stocks, bonds, cash) on 4b1c.
  • If you have no deduction you can make up numbers to get past the allocation screen. You just can't use a zero in the denominator.

As for clarity, I suggest you leave feedback where the developers will read it.

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@jujigatame 

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