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Question

Last year i listed many details on a managed investment account --- i have no input on decisions. can i just enter the net/total information or the painful detail again?

Forum|Forum|3 years ago
April 12, 2023
1 reply
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TurboTax Online

Employee

orcldba8,

Yes, you can enter the separate totals of Boxes A through F without breaking them down into individual transactions. For Boxes A and D, if there were no adjustments such as wash sales, the totals end up directly on Schedule D. Otherwise, you have the option of entering the totals and then mailing a copy of your 1099-B to the IRS under separate cover. TurboTax provides the option of individual or summary for each category.