SaraW
Level 2
04-01-2021
09:41 AM
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I think I may be able to point you in the right direction...In the Form 8949 instructions, it lays out "exceptions" to having to report transactions individually. After they discuss "Box F" in the instructions, you'll see "Exceptions to reporting each transaction on a separate row." Hopefully your software allows to attach the summaries if you're using Exception 2... Make sure you read BOTH exceptions to see which one you fall into for each lump of transactions. Hope this helps!