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bheizer
Level 4
03-06-2021
04:58 PM
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I'm working on a trust that has multiple sales of stock....I attached a PDF file showing the sales rather then listing all of them which would take hours.....when I attached the file the dropdown box did not have the choice for form 8949. Does anyone know if I can attach the sales as a PDF or will I have to list all the sales.
Thanks.
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lbones
Level 5
03-06-2021
08:35 PM
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I have always used "other" for type and for Form/Schedule I put in Sched D/Stock Sales. Never had an issue/
Dave Kropp
Level 3
03-06-2021
09:35 PM
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I just enter the totals for each type - basis reported/not reported and short or long term. So potentially up to 4 lines items for each brokerage statement. I do about 50 of these a year. I've never attached the 1099B and have never received an IRS notice. I've done it this way for at least 5 years.
