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Haven't seen it mentioned.

May qualify for the Other Dependent Credit

I was putting the cart before the horse. First I need to respond to their tax calculation. The new Fidelity account had a dividends amount plus two amounts for capital gains. Even though the transactions were "covered," the IRS did NOT calculate capital gain but simply used the proceeds to compute tax, interest, and penalty. Is my documentation for our "disagreement" with their CP2000 to prepare a new Schedule D with all the transactions and include the Fidelity statement with proceeds, basis, and capital gains? The letter says "Do not file an amended return." But would you include the first two pages of the 1040 to show that the new dividends are included as well as the new capital gain? The "new" capital gain drops from $105,000 down to just over $63,000.

If you want to seriously blame someone, blame the elected officials in DC and their appointed servants who created this situation.