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March 16, 2020
Question

Why are the long term and short gains combined and shown as one number in "investment sales" for each broker/dealer account?

  • March 16, 2020
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1 reply

KathrynG3
March 16, 2020

Yes, it is a summary of the activity. Please download the pdf and check Schedule D and the corresponding Forms 8949 to verify that the proper dates were entered to sort the transactions accordingly.