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Retirement tax questions
Using the summary entry option use the "short hand" entry method ... make ONE entry called Short Term covered, one called Long term covered.... and use the word Various for date purchase & 12/31/18 for sale date.
Then enter the non covered sales either individually OR again make the general short/long term entries by doing this you ONLY have to mail in the non covered pages from the broker statement which should only be a few pages which is very easy to do. I have done this in my business for years successfully.
‎June 4, 2019
8:10 PM