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Retirement tax questions
Regarding stock and options, for Box A and Box D, only wash sales or other adjusted transactions have to be itemized in detail , either on your e-Filed 8949, or by mail-in.
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.
Note: TurboTax now tries to do exactly this for you. this is undocumented.
March 20, 2023
7:55 AM