Comment
08-04-2020
06:43 PM
- edited
08-04-2020
06:49 PM
08-04-2020
06:43 PM
- edited
08-04-2020
06:49 PM
I separate entries out by brokerage (because thats just how my brain works LOL) so 'Schwab LT Non Covered Transactions' then in the box for Brokerage I put the Brokerage Name and Account Number, Sch D has that 1099B Reconciliation Smart Worksheet right below the entry boxes that will show the gross proceeds for each account and I can cross match to make sure my gross proceeds for each 1099B match up and avoid the dreaded CP2000 notice.