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Thanks for the response (and quick, too -- I shut my computer down hoping someone would reply today sometime...).
I read somewhere in here about the value of going through the "paper" tax return first (for familiarity)before going to the software versions, and this may be a good example (to me, anyway). Especially since I'm going through this with new things like fund sales etc, sometimes the software isn't the clearest or friendliest -- OTOH, maybe I'm just too backwards and like the paper shuffling and ability to lay things out for certain events like taxes.
Thanks again for the help.

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