I'm sorry. My directions for the 1099-R to handle this situation were straight from the program. I did work with the Form 116 and see that Line 18 has limited triggers.
- Form 1116 Line C of the Lump Sum distributions smart worksheet which includes the 4972.
- Sch D has lines 22,26, 33, 39, and 42
- Qualified dividend and capital gain tax lines 9, 17, and 20
Your situation is complicated. I believe you would prefer the desktop version where you can see everything in Forms mode and data source back to the issue. If you have already paid, your information will be saved online for next year. Then, you can contact support and tell them you need the desktop version. If you haven't paid, you can order the download.
Of course, you can always get help with a live expert or just hand over your taxes for someone else to finish, contact support.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
