bandb
Level 3
02-16-2025
02:37 PM
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All of my clients, before now, have had a few stock sales which I inputted into Schedule D / Form 8949. This client has 3 brokerage statements, each with many short and long term sales. Is there a way to circumvent entering each and every transaction?
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abctax55
Level 15
02-16-2025
05:07 PM
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For Covered Sales:
"brokerage name" S/T Covered totals
"brokerage name" L/T Covered totals
Non-covered:
either enter each one, or if there are a lot of 'em, enter totals & then scan/attach the F 1099-B
be careful/watch for wash sales.
HumanKind... Be Both
