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In 2024, I sold all my shares in a commodity ETF (BOIL) that was organized as a PTP so I got a K-1 package and a 1099-B from my broker.  I did a lot of research here to figure out how to correctly enter this sale into Turbotax Online, especially the cost basis correction on the 1099-B and avoid the double counting of the capital gains. Posts by @nexchap and @Mike9241 were helpful, but I would still like some help to check my work.   I filed an extension to file my 2024 taxes so I'm under pressure to get this done.   Here are some screenshots from parts of my K-1:                 For the TurboTax online K-1 interview, Describe the partnership: This is a publicly traded partnership, Partnership ended in 2024. Describe partnership disposal: Complete disposition Tell us about your sale: Sold partnership interest Enter Sales Dates: Purchase Date VARIOUS, Sales Date 3/18/2024. I had purchased shares in this ETF over multiple lots at different times in 2022 and 2023. Entered the box values shown in my K-1 part III and K-3 For this second "Describe the partnership" screen, do I have the correct boxes checked below? I never made any money on this PTP and have had losses for a sale of some shares in 2022 and also having large partnership losses in 2023.  Do I need to keep track of the partnership losses in this ETF? I never made any profit either from the sale of shares in the ETF or from the partnership's activities. I assume that these losses can be carried over from year to year, but I heard that I can't really uses these losses to offset gains for my real estate income or capital gains from selling off stocks.      I left the sale information blank since I had no ordinary gains or 1250 gains. Per advice found elsewhere on this forum, I'll report the capital loss from the sale of the shares on the 1099-B from the broker with an modified cost basis.   Next, I'll describe how I adjusted the cost basis on the 1099-B from the broker (Fidelity). This is where it gets complicated. I had purchased shares in the ETF over multiple lots. For the sale, some were considered as short-term transactions and the rest were long-term. Also Fidelity thinks it knows the correct cost basis for this PTP and reported the basis to the IRS (box A, D checked) 1. figure out the correct cost basis for all the short term and long term sales. From the K-1 Sales schedule, the adjusted cost basis in box 6 is 7389. LT adjusted cost basis = 7389 * 0.46 = 3398.94 ST adjusted cost basis = 7389 * 0.54 = 3390.06     2. 1099-B cost basis adjustment Based on the K-1 sales schedule and my calculations, the ST cost basis = 3398.94. But my 1099-B short term transactions show two lots and I decided to allocate a portion of the ST cost basis according to the lot size. (See screenshots below) short term lot 1, 100.209 shares, adjusted cost basis = 3398.94 x (100.209 / (100.209 + 99.76)) = 1999.51 short term lot 2, 99.76 shares, adjust cost basis = 3398.94 x (99.76 / (100.209 + 99.76)) =  1990.55   By doing this, the total adjusted cost basis for all the short term lots equals the 3398.94 figure that I calculated from the K-1 schedule. In a same manner, I allocated the LT cost basis of 3390.06 across all the share lots for the long term transactions.       For the first short term lot1, I entered the adjusted cost basis in Turbotax online by checking the box "the cost basis is incorrect or missing". Am I correct to click on this box, despite Fidelity reporting the broker's cost basis to the IRS?         Thank you for making it to the end!     

Earlier this year I switched jobs from employer A to B. Before switching I made full 23.5k contribution to my 401k in order to get the company match from A. At the end of my employment with A, I transferred the funds to an IRA. Later I joined employer B and turns out they do a $ for $ 401k match, so I am contributing another 11.75k with their plan. All in all at the end of year I will have contributed 35.25k (excess of 11.75k). What are my options to get the excess disbursed? If I try to get a refund from employer B's plan will they claw back their match? Can I get a refund from the IRA effectively reducing the 401k contribution with employer A?

I'm out of town  and I downloaded the "Wage and Income transcript" and "Information Return Documents" from IRS.gov to file my tax return, does that include ALL the incomes reported to IRS such as 1099 and W-2 forms? I mean if all of these forms are there? If I use only these forms to file my tax return, will I miss any unreported income?   Thank you!