Mark Leggio
Level 1
01-04-2023
09:12 AM
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Form 8824 allows to group the multiple exchanges into one exchange on the Form.
Then you generate an excel schedule to support those numbers and show each exchange separately. The excel schedule can then be attached as a PDF to the returns. You might need to two excel schedules if you have Federal and State differences. I can give you an example if you call me 916-534-7441
Mark