Clients notes in ATX to be rolled over just like the address

[Pacun]

Let's say you have a client who bought a house in 2008 for 400K, then in 2012 rented it out when the FMV was $275K, let say after renting it for 5 years, clients moves back to the house when the FMV of the house was $450K and after 2 years of living there the house is sold for $550K.

So, I do want to keep notes in ATX that should be rolled over just like the address or bank account. The line should be able to be modified by adding additional infoa and will read something like:

"Note's date 1/1/2012. Cost $400K, FMV $300K. Depreciation started this date". "Note's date 1/1/2017 Depreciation taken $50K. FMV on the date of conversion to personal $450K".

This will help me figure out exclusion, gain while rented, depreciation recapture and all the goodies at the time of selling.

[joanmcq]

I added a note to remind myself that the client had an AMT adjustment for mortgage interest, and it rolled over and also reminded when checked for errors. Totally sweet feature.