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The Description in Box 1a for Capital Gains is incomplete. I sold numerous Covered Call Option that are now appearing as needing review and I am trying to reconcile them
For example, on 6/3/22, I sold One (1) Covered Call on AAPL with a strike price of 143 with an expiry date of 06/17/22. That description appears as "CALL (AAPL) INC JUNE 03 22 1" which could be one of many that begin with that description. I have over 120 of these to "Review". Does anyone have experience with how to improve the reconciliation of these types of transactions?
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March 22, 2023
8:17 AM