DavidD66
Expert Alumni

Get your taxes done using TurboTax

@NRM1 - See the following from IRS  Instructions for Form 8949 (2020)

 

Exception 2. Instead of reporting each of your transactions on a separate row of Part I or II, you can report them on an attached statement containing all the same information as Parts I and II and in a similar format (that is, description of property, dates of acquisition and disposition, proceeds, basis, adjustment and code(s), and gain or (loss)). Use as many attached statements as you need. Enter the combined totals from all your attached statements on Parts I and II with the appropriate box checked. For example, report on Part I with box B checked all short-term gains and losses from transactions your broker reported to you on a statement showing basis wasn't reported to the IRS. Enter the name of the broker followed by the words “see attached statement” in column (a). Leave columns (b) and (c) blank. Enter “M” in column (f). If other codes also apply, enter all of them in column (f). Enter the totals that apply in columns (d), (e), (g), and (h). If you have statements from more than one broker, report the totals from each broker on a separate row. Don't enter “Available upon request” and summary totals in lieu of reporting the details of each transaction on Part I or II or attached statements. 

 

If you have totals in excess of $10,000,000, you can still report using TurboTax, by splitting into multiple category totals.  For instance, if your total Category A sales were 15,000,000, you can report that as three summary totals of $5,000,000 each.  

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