George4Tacks
Level 15

I do an aggregate for each account and type (ST covered, ST noncovered, ST not on 1099B, same for each LT)

I use -01/01/2025 as acquired and -01/02/2025 as sold for ST (prints as various)

I use same except acquired -01/01/2000 for LT

https://accountants.intuit.com/support/en-us/help-article/form-8949/entering-stock-transactions-form... shows lots of Help articles


Answers are easy. Questions are hard!