I have a client who has multiple brokerage accounts with the same firm. They also have significant trades within each category: ST and LT covered and non covered. The form 1099B will not allow various for dates of sales-wherein prior years i could summarize each category.as various as long as it was within the proper category
Now what do i do for 2020?? DO I have to enter each sale for each security???
Almost an impossibility
The 1099-B Worksheet is fine for the covered transactions. That's most of what I see these days -- the uncovered goes back to purchases before 2012, or some exotic investments. Attach a copy or pdf of them, if that's easier than entering them individually. Or I think IRS will accept Various, even if the software demands otherwise.