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Investors & landlords
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The simple solution to your issue is to report using aggregation on Schedule D Line 1a.
Short-term option trades are covered Box A transactions and Box A transactions without adjustments do not require Form 8949.
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The problem last year may have been on Etrade. I'm not sure.
There were only a few of those that caused a problem. The phone support accountant was not able to get it to work.
Does Turbotax still have the option to have an accountant do the return for me?
‎October 6, 2022
3:08 AM