Comment
Level 9

I too am worried about tackling the new Sch D worksheet. I'm hoping once I'm used to this new one I'll change my mind, but right now I'm thinking this will suck up a lot of time. Many of my clients have voluminous 1099-div accounts, some bring me 7 such accounts. Each is coded as short versus long term, reported to IRS versus not, with wash sales or not. I suppose I will simply use numerous 1099-worksheets, up to 14 worksheets?

1) Can I print the 1099-B worksheets on one page so I can check for errors?

2) Do I need to include payer's ID, account number, name of brokerage on each?