BillM223
Expert Alumni

Retirement tax questions

I don't understand the issue. Are you saying that you know that some transactions had the cost reported to the IRS and others didn't, but you don't know which ones were which.

 

Note that a transaction that is "covered" is a transaction where the cost or basis was reported to the IRS, otherwise, the transaction was "not covered".

 

Are you trying to aggregate transactions?

 

Does that help?

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