BobKamman
Level 15
03-10-2021
09:56 AM
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I agree. More like a 15-minute course is needed. For a while there, the 1099-B worksheet was one of the options of forms to open from any other page. Now it seems you have to open Schedule D first and then link to it.
It's rare these days to have transactions that are not "covered," so just the totals are needed at the top of the worksheet. Many of my clients have multiple brokerage accounts, and now it's easier to enter them separately. Wash sales can throw a monkey wrench in the works, but I usually just adjust the cost basis to balance those with the gain or loss reported to IRS.