every CPA you have talked to is wrong.
A spreadsheet is an acceptable substitute as long as the columns are titled and ordered the same as shown on Form 8949, and includes your name SSN and tax year up top.
There are lots of other brokers besides the big ones I mentioned.
Suggestion: look at your statement of Net Liquidating Value on Dec 31 2023 and statement on Dec 31 2024.
After adding back any withdrawals, that is your "Gain or (loss)" for the year.
After entering the final total " gross proceeds" from your broker statement, you know what costs to report.
if cost of Box A transactions does not match broker statement, IRS says:
"For Box A or D, leave basis as reported, use Code "B" and put an adjustment in col(g)."
Do not attach any unintelligible details.
Do not attach any details ; a lot of taxpayers either don't understand or just ignore the detail reporting requirement.
@olwi00
