I have a client who has over 30 stock sales. Is there a shorter way to do this?

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itonewbieAnswer

Level 15

If those are covered securities with basis reported to the IRS, you don't need to report these transactions one by one on F.8949 unless there are adjustments to be made. Even where a F.8949 is required, you can simply report the summation and refer the attachment(s).

---------------------------------------------------------------------------------Still an AllStar

itonewbieAnswer

Level 15

If those are covered securities with basis reported to the IRS, you don't need to report these transactions one by one on F.8949 unless there are adjustments to be made. Even where a F.8949 is required, you can simply report the summation and refer the attachment(s).

---------------------------------------------------------------------------------Still an AllStar