I'm in CA, but I have an AZ client with $1K of LTCG from stock sales, but $18.5K of LTCG Distributions on 1099-DIV.

I know that I need to verify these holdings sales within the funds were acquired post-2011. I googled the ticker symbols, and all the funds were created before 2011, so request #1 here: I was curious if any AZ folks knew of a repository of data on this, or if it's just up to me to have the client to request it for each mutual fund.

Second question: does anyone know the linking flow of the worksheet? On the 140 line 22, my LTCG matches fed, $19.5K.  But when I open the worksheet, Line 1 currently shows negative $6K. There's no "jump to input," and the new "input help" feature does nothing here.

I have no overrides on Screen 51.101. Screen 17 acq dates are all "-1/1/22" or a specific post-2011 date. No other states on the return.

Obviously trying to avoid calling Support on Q2, so wanted to tap the braintrust here first.