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L
lpatton
March 21, 2025
Question

How to do a bulk review of stock sales imported from my investment account so i don't have to o one by one.

  • March 21, 2025
  • 1 reply
  • 0 views
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    1 reply

    fanfare
    fanfare
    Employee
    March 21, 2025

    Regarding stock and options, for Box A and Box D, only wash sales or other adjusted transactions have to be itemized on Form 8949.

    The other transactions without adjustments can be aggregated. Report the sub-totals of cost and proceeds for those transactions on Schedule D Line 1a or Line 8a respectively.

    If you have no wash sales, there will be no form 8949, No attachment is necessary. No mailing is necessary

     

    Don't import unless you have some sales in B or E category and do not want to enter by hand.

    @lpatton 

     

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