ljr
Level 4
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YES but in the description I usually put Short Term Covered or Long Term Non-Covered (whichever category it is) since I put the Brokerage Name at the top of the  new 1099-B worksheet. Or a combination - whatever you think is easier for you to follow later if you need to go back and check something. You can attach the PDF of the entire report or copy the report and mail it to Austin Tx with the 8453. Using the 12/30/20 date is easier.

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