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S
Sanichi 1
Level 3
February 20, 2021
Question

how to report multiple stock transactions on schedule D

  • February 20, 2021
  • 5 replies
  • 32 views

Have a day trader with hundreds of stock transactions to enter on Schedule D. I'm aware that you can summarize these on Schedule D. Can someone help me on the correct way to do it?   

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5 replies

J
jeffmcpa2010
Level 10
February 20, 2021

Enter the totals for each section (Short term reported, long term reported etc) and attach the broker statement as a pdf.

G
Greta
Level 7
February 20, 2021

Is the detailed statement required to be attached as a PDF? Even if reported by the brokerage to the IRS?

I am an oldster who has never learned to attach PDF statements. I have efiled the totals under short, long, covered without a PDF attachment. I've detailed only uncovered trades in Form 8949. Is this incorrect?

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