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bheizer
Level 4
March 6, 2021
Question

Schedule D

  • March 6, 2021
  • 2 replies
  • 14 views

I'm working on a trust that has multiple sales of stock....I attached a PDF file showing the sales rather then listing all of them which would take hours.....when I attached the file the dropdown box did not have the choice for form 8949. Does anyone know if I can attach the sales as a PDF or will I have to list all the sales.

Thanks.

 

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2 replies

lbones
lbones
Level 6
March 7, 2021

I have always used "other" for type and for Form/Schedule I put in Sched D/Stock Sales.  Never had an issue/

D
Dave Kropp
Level 4
March 7, 2021

I just enter the totals for each type - basis reported/not reported and short or long term. So potentially up to 4 lines items for each brokerage statement. I do about 50 of these a year. I've never attached the 1099B and have never received an IRS notice. I've done it this way for at least 5 years. 

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