- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Your groupings are all fine. As long as all of your stock trades are listed as "covered (basis is reported to the IRS)" then everything that you are doing is perfect. For covered trades the IRS already has all of your brokers' trade information and getting the bottom line to match is the key.
"Various" is correct for the 'date acquired'. In your case, for the date sold, enter the date of the final transaction in each series.
As long as the trades are all covered trades you do not need to include the broker statements when you mail in the return. You can if you want but they don't want it or need it.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 26, 2024
11:33 AM