With short puts and calls that expired worthless the "date acquired" is after the date sold. Turbo Tax assigned a "needs work" to every one! Tedious! Any shortcuts?

[JohnB5677]

Instead of thinking of your short sale transaction in terms of date acquired and date sold.

• Think in terms of the Date Opened - this is the date you "started" the short position even though you received money in the transaction, and
• Date Closed - this is the date you "ended" your short position. This is when you covered it.  

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[fanfare]

This is contrary to the IRS instructions for how to report Short Sales.

It also doesn't help the situation since every date still has to be modified.

@JohnB5677 

[fanfare]

"Any shortcuts?"

@farrellbloch 

Regarding stock and options, for Box A and Box D, only wash sales have to be itemized on Form 8949.

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.

If you have no wash sales, there will be no form 8949, No attachment is necessary. No mailing is necessary