I have a plan with steadily increasing unrealized gains (as expected) but then drops to zero upon death of a spouse and which seems like an error. However, the MRI for that cell has the presumably correct numbers. Any idea why the cell data does not match the MRI?
Here's a screenshot of the review output: https://drive.google.com/file/d/13_V-1U5kDoH75DJ6eVbmaXUObffOH_OC/view?usp=drive_link
Here's the corresponding MRI: https://drive.google.com/file/d/14ViOuOJlDSOz-MytkdW5Hqmu5zfzfi9a/view?usp=drive_link
I believe it's handling the underlying taxation of the gains appropriately. Meaning, it's as if the cell display is an error, but the integrity of the LTCG data is overall correct?
NEVER MIND. Pralana was trying to teach me that the state (LA) is a community property state so all community property receives a step-up. I don't work much with clients in Louisiana. 🙂
NEVER MIND. Pralana was trying to teach me that the state (LA) is a community property state so all community property receives a step-up. I don't work much with clients in Louisiana. 🙂
Is that your company slogan?