eeyore
Level 3

Yes, we prepare the S-Corp return and the individual return.

We are marking the export shareholder K-1 data, and it transfers most items, but the distributions in Excess of Basis don't carry over to the Dispositions screen as a long-term capital gain.  Also, the basis isn't being adjusted for the gain recognized.  Is there something else we need to toggle to make it carry over to the individual return?

Thanks,