Robert -
Thanks so much for your reply. I think using the fillable PDF form of the 8949 would work for what I need.
Just to clarify, both 8949 forms are for the IRS - not for my son. Here is a description of each:
1- the first 8949 form would be used to report on all of the stock trades for 2023 that are reported on our 1099s.
2- the second 8949 would be to report on all of the stocks left in their trust accounts that were subsequently distributed out of the trust on Dec 31 2023 to their personal accounts. This will allow me to capture the cost basis and stock price on that date so that there is a record gains/losses for those stocks separately.
Matt
