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Investors & landlords
it is the 8949 box category that determines whether it is LT or ST.
if you sold on the same day shares acquired at different times, you can use "various" for Date Acquired.
As I understand it, TurboTax makes it difficult to aggregate some transactions and detail others in the same category.
Maybe it is improved this year.
‎January 21, 2024
4:41 PM