@EAL33 

It would help if you are using ProSeries to prepare the tax return, as a professional tax preparer. Because that is what this Topic and this Forum are all about. Have you looked at the top of the Forum page, to see this? I tried to explain that you seem to be in the wrong place on the internet.

Try these people:

https://ttlc.intuit.com/community/other-financial-discussions/discussion/02/216

Or, have you considered asking your own CPA? Because that is why you need one.

Perhaps you are confused by this Forum, which was migrated from an older platform by Intuit who hosts this site, and any topic you see for the first post is dated prior to Dec 7, 2019 as in this specific topic, is an Old topic from a different forum where the topics were not organized like this.

Right now, you don't seem to be asking how to use specific software to prepare your client's tax return. Because everyone else here is busy; the e-file season for tax returns opened yesterday. The people here are working for their own clients, already, and I don't think it is reasonable to keep asking about free guidance here.

Especially with the new tax laws, we all need our own professional consultant that works with us personally and directly, and we respect that they are the experts and we don't keep asking them for free advice when a scenario has this much complexity and it matters as to your specifics.

It is time to Move On.