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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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March 14, 2022
3:28 PM