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Returning Member
posted Mar 7, 2022 9:00:29 AM

Hi, I'm entering information manually from a 1099-B and have one sale of 18 shares that is split up into multiple transactions. Do I need to enter them all separately?

In the account that holds the stock, the transaction history shows the sale split into like 20 sales, each with different aquire dates and cost basis.  Not sure if I can just average and create one transaction for it in TurboTax?  I've never dealt with stock before so this is very unfamiliar to me.

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1 Replies
Expert Alumni
Mar 7, 2022 9:17:52 AM

As long as there is one sale date and all the transactions are either short or long term, yes, you can say "various" for a purchase date and add all the basis together. If some are ST and some are LT, you will have to make that separation.