Level 7
02-23-2022
06:19 PM
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No.
What I do is input the summary, e.g. "Charles Schwab Short Term Covered Trades" and provide the total proceeds and cost basis for the sales. I then save the documentation detailing the individual trades as a PDF document, and then I attach the PDF file to the return before e-filing it. So far, this has not created any problems for me.
Of course, this runs into problems when you have a day trader with a hundred pages of trades -- there is only a certain size of PDF documents allowed before the e-file process falters for a given return.