Investors & landlords

"Any shortcuts?"

 

@farrellbloch 

Regarding stock and options, for Box A and Box D, only wash sales have to be itemized on Form 8949.

The other transactions without adjustments can be aggregated. Report the sub-totals of cost and proceeds for those transactions on Schedule D Line 1a or Line 8a respectively.

If you have no wash sales, there will be no form 8949, No attachment is necessary. No mailing is necessary