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June 3, 2019
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15 stock sales of same stock with 9 purchase dates that are Box A with no wash sale losses. Can these be summarized as "Various" sales with the earliest purchase date?

  • June 3, 2019
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    Best answer by Coleen3

    Yes, but only if all the purchase dates are short term or long term. You can't combine. Long term is one year plus one day.

    1 reply

    Coleen3Answer
    Employee
    June 3, 2019

    Yes, but only if all the purchase dates are short term or long term. You can't combine. Long term is one year plus one day.

    bat6988Author
    June 3, 2019
    Doing so, would I then need to provide a detailed listing of the individual transactions being summarized to the IRS?