@Mike9241Thanks a lot, Mike. Your help has been valuable. I have one more question. One of the partnerships in this trust was transferred in-kind to an individu...
@Mike9241Oh, I see. Thanks for clarifying. I guess my problem here is that I'm using Turbotax Business, doing the taxes for a trust. In Business, there is no se...
@nexchap@Mike9241Another year, another MLP sale to enter. Let me reconfirm my understanding of your method, one more time. I have cumulative adjustments to basi...
@dmertzThanks for responding so quickly!What was incorrect on the substitute 1099-R? Anything we should worry about?My concern is that nowhere on the official f...
This person says it's meant to possibly claim a refund for taxes paid on your behalf by an investment, even in your IRA:https://ttlc.intuit.com/community/busine...