Rob, you know more about how to accomplish this in bivio, of course.  But,
rather than a non-deductible expense, she needs to enter an income figure,
as her broker has $400~ more than bivio shows, if I read her letter
correctly.  Your suggestion to make it as of 12/31/06 seems a good one, to
keep from showing income in 2007 that didn't exist.

Gene,

 

Rob wrote in his post that you can enter a negative non-deductible expense. That's what she needs.

 

Ira Smilovitz