PhoebeRoberts
Level 11
Level 11

For keeping track of the unified basis? I suspect it would be faster for you to build your own Excel than to figure out how mine works (and what parts don't work because they aren't relevant to that particular client). You just have a normal basis calculation for each sub-PTP and then sum across the columns.

Lacerte does the PTP 199A stuff right for years after 2018.