@Kevin SobiloHonestly not a fan of investing my tax deferred amounts in syndications that have leverage and depreciationRather use my liquid cash for those types of investments to take advantage of the tax code and use my deferred accounts for types of investments that do not have preferential tax treatment (like private lending etc)

And, if Demorats are elected the favorable treatment will probably go away because they hate favoritism for capital gains.

She needed to sell quickly to afford cancer treatment in Chicago that her insurance wouldn’t cover. 

You should be able to see this on your return, both treatment and election. 

Here are some things that should jump out like a sore thumb:1.

I dont think first time buyers usually even know that after owing the home and living in it for 2 years any profit up to 250k for single and 500k for married is tax FREE. the absolute best tax treatment we have in the US. in Markets that dont move as much might not be the same benefit..

Compared to pre-TCJA rules, there is no material change in the tax treatment of a building involved in a like-kind exchange, where a cost segregation study has been performed.

However, the exact treatment may depend on your accounting method (cash vs. accrual basis), but most individual taxpayers use the cash method, meaning they typically report expenses when paid.

Many syndications provide tax benefits such as depreciation, which can offset income, and some offer favorable capital gains tax treatment when you sell.Municipal bonds are another tax-efficient way to diversify, as the interest earned is generally tax-free at the federal level, and sometimes state level too, depending on where you live.

Consult a CPA who knows what he is doing and file this:  Notice of Inconsistent Treatment I have done this several times for investors who got screwed by the GP.