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Retirement tax questions
if you hold these ETFs in a non-tax-deferred account, you get twelve transactions to report on your tax return for each such ETF.
For the most part, it is just a pain.
see www.costbasis.com for a calculator
NOTE: As an active investor, be aware that your category Box A sales without adjustments do not require Form 8949, so there is no reason to import or key in those transactions.
Instead use the "enter a summary" option to put your numbers on Schedule D Line 1a.
If these show up as category A, then you can avoid the hassle.
‎September 17, 2020
7:46 PM