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Investors & landlords
Schwab reports this correctly on your 1099-B.
Some other brokers in the past did not, and still may not, but I suppose this is changing over time as they get "educated" by the IRS.
In any case, your option trades are covered transactions.
Covered transactions without adjustments do not require Form 8949.
‎November 28, 2021
5:27 AM