The Description in Box 1a for Capital Gains is incomplete. I sold numerous Covered Call Option that are now appearing as needing review and I am trying to reconcile them

Forum|Forum|3 years ago
March 22, 2023
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For example, on 6/3/22, I sold One (1) Covered Call on AAPL with a strike price of 143 with an expiry date of 06/17/22. That description appears as "CALL (AAPL) INC JUNE 03 22 1" which could be one of many that begin with that description. I have over 120 of these to "Review". Does anyone have experience with how to improve the reconciliation of these types of transactions?

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Mike9241

there's not much you can do since that's what's in the file that you import

if these are all type A or D - no wash sales you can enter the totals for each type in specific boxes in the Turbotax Schedule D form - no details needed. or just totals on form 8949 and submit the broker's report and form 8453 to the iRS by mail read the 8453 instructions