ErnieS0
Expert Alumni

Get your taxes done using TurboTax

The IRS allows you to report your stock sales as summary totals and send a brokerage statement, spreadsheet, etcetera, showing how the totals were calculated.

 

You can use that approach and include a printout of the items separated by date of death. In TurboTax choose the option to enter Sales section totals instead of One by One.

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