You can
report transactions in summary for the year as investments LT vs ST and
Personal LT vs. ST for 4 categories of reporting. As I stated within the details
Use method as described above. You do not need to enter every transaction. You can use various for date purchased and 12/31 for date sold if reporting in summary or the actual date if sold in 1 lot.
**I don't work for TT. Just trying to help. All the best.
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**Mark the post that answers your question by clicking on "Mark as Best Answer" I am NOT an expert and you should confirm with a tax expert.
