AnmarieA
Level 5
10-02-2023
10:22 AM
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The software requires the pdf files in place of entering all the individual trades as it will not let me use a negative date for purchases and sales without a pdf summary attached. I ended up filing by the due date but was able to only attach the final page of trades for each account to get under the pdf limit. I may have to mail the several pages of 1099 B's so they have all the support. Thanks!