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Retirement tax questions
covered shares are shares your broker tells you to report with Box A or Box D checked on Form 8949.
BUT
As an active investor, be aware that your category Box A or Box D 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 or Line 8a.
			
    
	
		
		
		March 18, 2021
	
		
		12:18 PM