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That is what this thread has been saying, we are assuming no wash sales in order to use the summary transaction boxes.
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I use basic, I check the boxes on the 1099-R, then I check the box on 8915-E, to not spread out over 3 years, then I verify 5329 populates, it has worked 3 time...
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If all transaction are "basis reported to the IRS" I have never attached a file or statement.
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I am not seeing a place to enter the date if you are summarizing total short or total long sales. I have just been entering Proceeds and cost basis as long as n...
