JohnB5677
Expert Alumni

Get your taxes done using TurboTax

You should not have to combine anything.  You should only have to post the Sale Categories.  They are:

 

Box A - Short-term Covered - Short-terms sales with cost basis reported to the IRS

Box B - Short-term Noncovered -  Short-term sales with cost basis NOT reported to the IRS

Box C - Short-term Not reported -  Short-term sales not reported to the IRS

Box D - Long-term  Covered - Long-term sales with cost basis reported to the IRS

Box E - Long-term Noncovered - Long-term sales with cost basis NOT reported to the IRS

Box F - Long-term Not reported - Long-term sales not reported to the IRS

 

Box X - Holding period and cost basis NOT reported to the IRS

 

If you have items in Box X you will have to make an adjustment into a different category.

 

Transactions in this Box either do not have a Cost Basis or the date is not present.

 

If the cost basis is missing you may be able to find it through 

Historical Stock Quote Prices - MarketWatch

 

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