Schedule D: Since the broker reported basis to the IRS, do I have to itemize each trade or do I just put in the net long term and net short term?

gwhite1 · ‎June 5, 2019

I do not want to list pages of trades. If I must report them individually, how can I attach a copy of the broker statement to my return?

KatherineC · ‎June 5, 2019

If your sales qualify, you can indicate that you are entering a summary amount for each category. (See screenshot below) Please click on the blue "Learn More" link, to see which sales qualify to be summarized.

You will need to mail in a statement. Within the information at the "Learn More" link mentioned above, is a link to what information needs to be mailed in. Just click on "Mail in a statement". (See the second screenshot below)

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Schedule D: Since the broker reported basis to the IRS, do I have to itemize each trade or do I just put in the net long term and net short term?

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