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Level 3
March 6, 2026

wash sales

  • March 6, 2026
  • 2 replies
  • 9 views

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

2 replies

Intuit Community Champion
March 6, 2026

Covered or noncovered ?

ms856nickAuthor
Level 3
March 6, 2026

unfortunately both

Intuit Community Champion
March 7, 2026

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

sjrcpa
Level 15
March 6, 2026

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

The more I know the more I don’t know.