Happy-Tax
Level 5
03-17-2020
09:47 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Someone may have a better technique, but this is how I make those entries:
AGGREGATED S/T SALES [BASIS RPTD, PDF ATTACHED], 12/31/19, VARIOUS, S
AGGREGATED S/T SALES [BASIS NOT RPTD, PDF ATTACHED], 12/31/19, VARIOUS, S
AGGREGATED L/T SALES [BASIS RPTD, PDF ATTACHED], 12/31/19, VARIOUS, L
AGGREGATED L/T SALES [BASIS NOT RPTD, PDF ATTACHED], 12/31/19, VARIOUS, L
I separate them like this because each category will generate a separate Form 8949.
I then strip the brokerage consolidated 1099 down to the 1099-B pages, type the client's name and SSN on the first page of the 1099-B, and attach it to the return for efiling.