Cynthiad66
Expert Alumni

Deductions & credits

Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, "Box A short-term covered" or "Box D long-term covered." You'll enter the summary info instead of each individual transaction.

 

Now, in your situation, you will use the earliest date as the date acquired and the latest date as the date of sale for the group.  Do this for each category Box A and Long Term Box D.

 

For more details, please use the link below

Reporting Large Number of Investment Transactions

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