Yes, we are using different versions, but you are in the right place. It doesn't matter what name you use if you're entering your sales manually because there's no broker/bank identification that's included in the income tax return. All security sales show up with the same basic information of:
- Description of what was sold
- Date of sale
- Proceeds
- Date of acquisition
- Basis
The financial institution name is strictly for your use and utility. So, if you facilitated trades through 4 different brokers and needed to edit one trade, you would be able to find the transaction easier.
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