Timburgh
Level 2
02-16-2025
10:23 AM
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Thanks.
I went down the path of buying it for one client and was taken to a screen that indicated it costs $15 on a per-return basis. Hard to imagine that would make sense for many situations.
I agree with your approach to Schedule D. Some security sales involve so many tax lots (reinvested dividends) it would be impractical to review everything. And the IRS matching process probably focuses on totals by the categories you described.