Yes, you can summarize your investment transactions by separating them into short-term and long-term holdings based on the duration you owned the investments. This summary should be kept with your tax records in case the IRS requests it.
If you are unable to attach a PDF of your summarized transactions when e-filing your tax return, you must mail your statements along with Form 8453 to the following address three days after the return has been filed:
Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX 73344-0254
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