WAC57
Level 1
03-15-2021
01:46 PM
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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
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