Can covered and non-covered mutual fund lots be listed on the same 8949 form or do covered and non-covered have to be listed separately due to boxes D,E &F.

[CathiM · Accepted solution]

You have to list covered and non-covered separately on Form 8949. You can only choose one of the Boxes D,E, F for each item in 8949.  But you can use the totals of covered and non-covered, as long as they are on the same 1099.  You can enter broker name instead of the name of each mutual fund or stock.