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    wash sales

    ms856nick
    Level 3
    ‎03-06-2026 08:17 AM

    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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    4 Comments 4
    Terry53029
    Level 15
    Level 15
    ‎03-06-2026 08:31 AM

    Covered or noncovered ?

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    sjrcpa
    Level 15
    ‎03-06-2026 09:31 AM

    Yes you can summarize. Attach the detail as a pdf.


    The more I know the more I don’t know.
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    ms856nick
    Level 3
    ‎03-06-2026 12:47 PM

    unfortunately both

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    Terry53029
    Level 15
    Level 15
    ‎03-07-2026 07:45 AM

    If you have covered and noncovered you should do as Susan suggested. Summarize and addd the brokers statement as a PDF

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