Investors & landlords

you say multiple and I say mail

you say potato and I say potatoe.

 

If you aggregate transactions ( aka enter a summary) for Category E,F or B,C,

you must supply the transaction detail separately.

This is not the same as aggregating dates acquired for a sale  of several lots at once using "various".

Only A,D transactions can be aggregated with no mailing required, and then only those for which the Exception 1 conditions are met.