ljr
Level 8
10-27-2021
08:05 AM
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Did the client also give you the broker statements 1099-B forms? I would work from their rather than his versions of form 8949 and I would do summary totals per type (covered s/t) and use multiple 1099-B worksheets. Each one up to the 999,999,999 amount. As long as all the sales total and the basis total I would go with it. I would then make a copy of the 1099-B check off the box in proseries that it's being sent and mail it to Austin Tx.