qbteachmt
Level 15

"until it was sold on SEP 2023"

Uh, no. That's tax planning, since it hasn't happened yet.

"Again...appreciate the assist!"

You don't seem to be using the software in use by this community, though.

"I have a couple of other life event occurring simultaneously (divorce, retirement planning, etc) and just need this to go smoothly and not get rocked with a huge tax hit."

You don't bring these personal issues to the internet. That's why you should get expert tax guidance in person. Not from an internet community. You don't even seem to know where you landed on the internet.

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