ErnieS0
Expert Alumni

After you file

You can amend your tax return and change the way your stock sales are reported and list every transaction rather than sending summaries. It will not change your refund or balance due.

 

The amend program is expected to be available on March 25.

 

Most people with a large number of stock sales prefer summaries and sending a copy of the brokerage statements. It's less work for them.

 

Related Resource:

 

 

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