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Retirement tax questions
It's not about like or not like the rounding. It's about accuracy. It's about if the substantial discrepancies for proceeds/costs/wash sales caused by early rounding are acceptable by the IRS.
I wouldn't need TT if I file by summary and will be sending in more pages of 1099-B (than 8949) which I try to avoid.
Each wash sale is reported with each transaction so it's included in the PDF pages when you mail in.
Why would we need a report of transactions without adjustments?
The gain/loss is calculated as proceeds - costs - wash sale. You just need to enter proceeds, costs, and gain/loss if you file by summary.
March 14, 2021
8:40 AM