WAC57
Level 1

I have a client who has multiple brokerage accounts with the same firm. They also have significant trades within each category: ST and LT covered and non covered. The form 1099B will not allow various for dates of sales-wherein prior years i could summarize each category.as various as long as it was within the proper category

 

Now what do i do for 2020?? DO I have to enter each sale for each security???

Almost an impossibility

 

Please help

 

 

0 Cheers