Hi
Yep I sold 198 units of SPH (Suburban propane) 0n 3/24/2022. Bought 326 units on 1/11/2022.
This was in my Roth account. I am over 60 years old. Roth is 20 years old.
Received 2022 Schedule K-1 last March (2022).
Box 20V shows -306
*STMT shows..... 20V1 -306, 20Z1 -306, 20AB 202, 20AE 197, 20AH1 1,790, 20AH2 0
If I'm correct my broker had no need to file a 990-t for 2022 (less than $1000.00 income).
I am assuming sale of units with gains and dividends less than $1000.00 would not create a taxable event.
I'm not sure 20AH1 Gross Profit (Income) $1790 is part of my gains or Dividend income.
I'm sure if i should have attach IRC Section 751 Statement to my 2022 tax return.
Any help be appreciated.
