Retirement tax questions

IRS requires SELL transaction details to be listed on your own Form 8949,
or on your other forms (e.g. spreadsheets) which have the same information and in the same manner as Form 8949.
Adjust your csv files so the columns are in the same order as on Form 8949.

Put a header with your name tax year and SS Number.

 

I suspect your CPA would assign you to do this part.

 

At tax time, you (or your Live CPA) will subtotal your SELL transactions by Sales Category  (this is pretty simple).

 

@33bmarc 

 

Use the summary option and then you can mail in the printout of the CSV files.
See the TurboTax instructions that will pop up.