Greta
Level 9
01-28-2021
06:40 AM
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How do I throw all the various brokerage reports into one other than doing it pencil-and-paper to add all proceeds and cost basis from different reports. Per short/long term. Per spouse (my state Virginia gives a $259 credit if spouse has income).
The summary below seems to "summarize" each 1099-B separately but does not put them all together. (The 1099-R Summary does that.) What to do about which spouse who owns the account--This used to go on Sch D in prior years.