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I have a client who has over 30 stock sales. Is there a shorter way to do this?

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If those are covered securities with basis reported to the IRS, you don't need to report these transactions one by one on F.8949 unless there are adjustments to be made.  Even where a F.8949 is required, you can simply report the summation and refer the attachment(s).

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Still an AllStar

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Level 15

If those are covered securities with basis reported to the IRS, you don't need to report these transactions one by one on F.8949 unless there are adjustments to be made.  Even where a F.8949 is required, you can simply report the summation and refer the attachment(s).

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Still an AllStar

View solution in original post

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That was something new I learned.

Thank you so much! You saved me 10 hours of work !!!

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NP, @rosas-rosie.  Anytime!

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Still an AllStar
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