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Retirement tax questions
As it turns out, I am the executor for my father’s estate and I do have the cost basis for the interests when he died. I tried entering all the info I had in the other part of Stocks, Bonds, Mutual Funds, etc. under "Other." I can fill in everything: that’s it’s inherited, the cost basis, the date sold, and the sale proceed amount…but there is nowhere to input the date that I acquired the interests that I sold in 2021. I need to be able to do this to establish the date for the cost basis as well as proof that the sale is a long term gain. When I finished completing that section, Turbo Tax keeps saying “Needs Review.” So frustrating. Any ideas as how to finish this section so it doesn't keep saying, “Needs Review.”
February 11, 2022
7:15 AM