dd4vols
Level 10
Level 10

I summarize by  ST Covered, LT Covered , ST Not-Covered , and LT Not-Covered if there are several. Then I refer to a  .pdf attached (which is a copy of the broker sales pages).  There is a special line in the drop-down box for attached pdfs that is specifically for the 8949.  I have never sent a Form 8453 either.

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