Young-TP
Level 3

Just verifying, I have been entering summary amounts from 1099 B that are reported to the IRS on the 1099 B worksheet in the 8949 reporting exceptions transactions Box just above the quick entry table. Box A for short term, and Box D for long term. Then there is no need to include a acquired date or a sold date since the IRS already has that info. For sales not reported to the IRS I complete the quick entry table. Is this correct?