spreadsheets from the broker or other sources do not matter unless
a) the data is presented in the manner and the form of Form 8949 and
b) you intend to attach the spreadsheet as a substitute document in place of Form 8949 in those cases where details are required by IRS.
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Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.
As an active investor, be aware that your category Box A or Box D sales without adjustments do not require Form 8949, so there is no reason to import or key in those transactions.
Instead use the "enter a summary" option to put your numbers on Schedule D Line 1a or Line 8a.
No mailing is necessary.
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if you summarize the other categories, IRS requires details on some other Form 8949 or substitute document.
You are expected to keep your own accurate trading records that will give the basis and proceeds of your trades.
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Note: the brokers requirements for reporting to IRS may differ significantly from the investor's requirements for reporting to IRS.
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If you are reporting crypto, you can prepare your own spreadsheet
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If you can't come up with a corrected basis,
a) use the broker's basis or
b) use zero as the basis.,
See my comment above for how to enter a corrected basis.
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after consulting with so many "experts", it is time to
a) use your own judgement. OR
b) find another tax preparer schooled in this area and who knows what they're doing. AND
c) move your trading to another larger broker like Fidelity, Schwab or Vanguard that can report to IRS correctly
@olwi00
So, what Categories are you reporting?
