If you haven't been tracking your material participation, done a cost segregation, or any other techniques specific to real estate and just want someone to file on your behalf then there might not be a huge difference between H&R and a specialized CPA.

I'd get the 1099 corrected to show the actual interest that you distributed.

All that is going to be used against them if things turtle up IE a water landing I think as Chris has stated as some of the high profile syndicators are having some issues but keep posting about their lifestyles I would personally not be doing that It just pisses off investors who are not getting their distributions or there are Cash calls right ??

There will be several dates you want to track depending on the state you are buying these in.These all involve different approaches and techniques to purchase the property.

And of course some techniques in real estate are more appropriate for different cycles in the economy.

While the terms might be different from traditional financing, private money lenders can provide capital when you don't qualify for conventional loans.Creative Financing Techniques: Learn about creative financing techniques such as subject-to deals, lease options, or seller carry-back financing.

When she passes the asset that was purchased as part of the 1031 would then be liquidated and distributed to heirs with no taxes The goal is to get her the cash she needs from her asset without paying any/minimal capital gains.  

Question for the tax pros out there.If someone inherits a home from a trust after death of the owner, and the home is their primary residence, does the two year period to exclude capital gains on the sale of a primary residence start from the date of death or the date the house was distributed from the trust? 

@Willam KuczmeraIf you decide to proceed with the distribution, the following IRS web page is a good resource for the rules and tax consequences. https://www.irs.gov/retirement-plans/plan-participant-employee/401k-resource-guide-plan-participants-general-distribution-rules

Sorry to hear about this and it's definitely important to watch out for Ponzi schemes.At the same time: many syndications require an investor to sign an NDA to protect their confidential techniques, sources, customer lists etc. from competitors who could damage them otherwise.