Part of the problem is that the entry on the 1099-B worksheets force you to enter a date rather than simply allow you to specify short or long term. This is fine when you're just trying to enter transactions manually, but doesn't work well for summarization. I suppose you could summarize by entering a 12/31 sale date and leave the purchase date "various", but I would rather not have to enter a date that isn't technically correct. I'm really hoping they revert to something that is similar to the old system.

I'm not sure about your first question Greta, but it does not appear that the payer ID, account number, or name of brokerage are required fields on the 1099-B worksheet. I would think that as long as you specify the brokerage in the "property description" field, you'd be ok not to include that info.