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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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bheizer
Level 4
03-06-2021
04:58 PM
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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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lbones
Level 5
03-06-2021
08:35 PM
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I have always used "other" for type and for Form/Schedule I put in Sched D/Stock Sales. Never had an issue/
Dave Kropp
Level 3
03-06-2021
09:35 PM
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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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