ms856nick
Level 3
03-06-2026
08:17 AM
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Client has about 25 pages of sales, with maybe 30 wash sales. Am I able to just summarize the sales using the financial house on a 8949 and not list each one individually. Thanks in advance for your help
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Level 15
03-06-2026
08:31 AM
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Covered or noncovered ?
ms856nick
Level 3
03-06-2026
12:47 PM
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unfortunately both
Level 15
03-07-2026
07:45 AM
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If you have covered and noncovered you should do as Susan suggested. Summarize and addd the brokers statement as a PDF