PAGB
Level 4

Business & farm

@JamesG1 

 

Thank you for answering.

 

When completing the "Stocks, Mutual Funds, Bonds, Other" with TT  we choose  "a summary for each sales category" and will attach a pdf file for the 8949 since it is very big. So these sales will be included in the summary section and will appear on the 8949.

 

If I understand you correctly that means I should follow the second instructions you mentioned meaning for Describe the Partnership I would choose "This partnership ended in 2021" and for Describe Partnership Disposal I would choose "No entry".

 

Is this correct?