Thank you for the reply. It was a 2-family house (from 2002) and a QI was used to do an exchange for the 35% business portion $525k. I have all the math correct on a spreadsheet, just can't get it to flow correctly without separating into 2 Form 8824s. She traded up to a property with FMV $630k, with an equal loan amount, so she gave boot. Per the IRS instructions for Form 8824 with part home and part business use, it states to complete separate 8824 worksheets for each part, as there are different steps to take than usual, then combine amounts on 1 Form 8824. But I might just have to settle for the 2 at this point, as long as it is reporting correctly. But any other tips would be appreciated!

 

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