A friend and colleague in the FB group Lacerte Rescuers! helped me find the answer to question 2.  There was a carryover from PY on screen 17.  In PY, they had relocated mid-year from CA to AZ.  So for all of 2022, they had LTCG, but isolating the sales and LTCGDist in the second half of the year, they had a LTCL.  So that's how I wasn't catching it since there were no C/O's at the fed level.

Still holding out that one of you might have a resource for mutual fund transactions pre-/post-2011.