@AmyC, I am not sure I understand.
Are you saying it is best to remove the entry and create 4 (not 2) entries? Not sure why I need 4 since it would be reported as long-term non covered and short term non covered (B and E), right? Why do I add in the covered (A and D)? They were items that were reported on the 1099 as needing cost basis info.
When you say summary requires to send in forms, I want to make sure I understand. Some of these cost basis entries have 2 sell points (1 LT and 1 ST) I have others that have 10 lines for LT and 4 for ST. Should I enter in each fractional sale? I was taking the basis for all of the sales (for LT and then ST) and totaling them up and figuring out the proceeds that represent those totaled items as well, then entering in that as a single sale with various dates. Is that the best approach?
Below is an excerpt from one of the Sales:
| Symbol | Shares Transferred | Cost Basis Per Share | Purchase Date | | | | |
| AGG | 2.846786 | $105.19 | 5/18/18 | | | | |
| AGG | 0.0981 | $113.15 | 9/23/19 | | | | |
| AGG | 0.037564 | $113.14 | 10/1/19 | | | | |
| AGG | 0.477984 | $113.10 | 1/16/20 | | | | |
| AGG | 0.033682 | $118.67 | 8/11/20 | | | | |
| AGG | 0.439089 | $118.92 | 8/11/20 | | | | |
| AGG | 0.519965 | $117.40 | 1/14/21 | | | | |
| AGG | 0.54683 | $114.35 | 5/3/21 | | | | |
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| | Shares (Per Category) | Cost of Shares (per Category) | Shares Sold (Per Cat) | Proceeds (per Category) | Gain(Loss) | Sell Date | Category |
| From 1099-B | 5 | 0 | 5 | $571.96 | $571.96 | | |
| Proposed LT Transactions | 3.933205 | $682.17 | 3.933205 | $449.92719 | $-232.24281 | 12/16/21 | LT |
| Proposed ST Transactions | 1.066795 | $231.75 | 1.066795 | $122.03282 | $-109.71719 | 12/16/21 | ST |
