I have uploaded the info from 1099 composite for Apex Clearing for stocks and ETFs and options...is there need to still capture the individual sales of stocks and ETFs?

324

Expert Alumni

Mar 16, 2022 8:21:48 PM

No, not if the upload imported all of your information. You should carefully review your Forms 8949 and Schedule D to make sure all your trades imported.

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I have uploaded the info from 1099 composite for Apex Clearing for stocks and ETFs and options...is there need to still capture the individual sales of stocks and ETFs?