itonewbie
Level 15

These reports are not designed or organized for tax reporting.  That should just be your starting point.

More questions probably need to be asked, some of the data may need to be reconciled, additional manipulation/compilation/collation may be necessary, and the final product organized in a format acceptable can then be attached to F.8949, like any other stock transactions.

Input is also made the same way as other securities transactions.

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Still an AllStar