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bandb2
Level 4
February 16, 2025
Question

Form 8949

  • February 16, 2025
  • 1 reply
  • 3 views

All of my clients, before now, have had a few stock sales which I inputted into Schedule D / Form 8949.  This client has 3 brokerage statements, each with many short and long term sales. Is there a way to circumvent entering each and every transaction?

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1 reply

abctax55
abctax55
Level 15
February 16, 2025

For Covered Sales:

"brokerage name" S/T Covered totals

"brokerage name" L/T Covered totals

Non-covered:

either enter each one, or if there are a lot of 'em, enter totals & then scan/attach the F 1099-B

be careful/watch for wash sales.

 

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