Confused Man wrote:
- quote -


You list each sale seperately on one Schedule D, regardless of which
broker you used. (I'm not sure what happens when you fill up Schedule
D, you'll have to look at the instructions.) If you sold a security
where some of the shares were held long term and some were short term,
you would seperate that out onto 2 lines on Schedule D.

Best regards,
Bob

"Confused Man" <bfbj[at]iup.edu> writes:

- quote -

You need to report every single sale. So not only do you have to
separate it by brokerage account, you need to separate it by the
actual sales (the "1099-B" you think is one form is really a
consolidated 1099-B form where each entry is in reality a separate
1099-B. In old-fashioned times, you would get a separate, physical
1099-B for each separate sale you made).

Now, if you have some printout from the broker or from your own
records which has all the information Schedule D wants, you can put
lump sums on Sched D, write "SEE ATTACHED" and attach your printout to
the return.

--
Rich Carreiro rlcarr[at]animato.arlington.ma.us

Hello all,

When I filling out my federal tax forms do I need to separate 10-99B for
each brokerage account... or do I list all sale transactions together in one
lump?

Thanks,
Confused Man