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8949 - List each individual transaction?

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    #16
    I enter totals only if basis is reported to IRS. Like others, if basis is not reported or if there are wash sale adjustments, I still enter the totals but attach a PDF of the broker statements.

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      #17
      If you are consolidating short term and long term transactions, what do you enter as sales date and purchase date ( I know this can be various)? Do you just list it as sale of stock?

      Linda F

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        #18
        Dates aren't entered. Code M is entered in column F.
        "Taxation is the price we pay for failing to build a civilized society." ~ Mark Skousen

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