fanfare,
Appreciate you taking time to try to help me. It isn't so easy, unfortunately.
(1) You can't submit an Excel Spreadsheet as a substitute document in place of Form 8949. Every CPA told me it is not an accepted "Tax Reporting Document." Further, if I submitted it, it has so many duplicated entries & errors, the IRS would tell me I need to submit something that shows proof of figures that I can't even figure out.
(2) Further, I can't submit a summary document from this Excel total mess. You can't summarize when there are duplicated entries throughout, and neither the Proceeds or Sales match the 1099-B.
(3) I wish I could go to one of the big four brokerages, but 25 years ago, when my mother was alive & losing her mental faculties, she got very nasty with TDAmeritrade, Schwab, Fidelity & ETrade, & I was unfortunately on her accounts as Joint, so once a brokerage dismisses you, you can't ever create an account with them forever. I've tried to open accounts with all of them, & was told to hit the road.
(4) I don't trade crypto.
(5) To hire a local CPA would cost a fortune, as they would charge by the hour from $250-$400 an hour.
