BobKamman
Level 15
02-22-2021
12:35 PM
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They have never allowed "Various" for sales date. But most of the transactions now don't need it, because they are Box A or D. Those with basis not reported, are supposed to be listed separately. These rules are made by IRS employees who go to H&R Block for tax return preparation. The worst cases are when withdrawals are being made monthly from a mutual-fund account. The purchase date might go back to the 1980s. Just because the software doesn't allow for common sense, doesn't mean you are forbidden to use it.