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Retirement tax questions
Hi Critter,
I know it's been years since you wrote this, but I think I am taking your advice here since I have thousands of transactions covered and only 1 not-covered. But when I tried doing exactly what you said (enter by section rather than 1-by-1), it asked for the lump sum total of sales and basis, but no option to enter dates. It also said it required form 8453 even before I entered the non-covered trade just because most my trades had wash sale adjustment. Anyway, since you said you entered various for basis and 12/31/2018 for sale, I imagine that you must have entered it as a 1-by-1. So I did that (entered the summary amounts as a single covered trade and named it short term covered total) and it no longer said it required form 8453. Even after I added the 2nd one as a non-covered trade, it still never asked for the form. Does that sound right? Did you continue to use this method these days? Thank You!