Well, I didn't come up with the reference to Schedule J on my own. My confusion about Accumulation Distribution took me down that rabbit hole. Now on the Intere...
No, Line 6a says, "Did your home loan close after 12/31/2006? Which makes no sense, since the loan originated in 2021. Anyway, I overrode it with an answer of N...
I did finally find the small question that clarifies 100% going to beneficiary. I now have a question about showing a loss on line 23. It really isn't a loss, b...
