Most returns simply state "see satement XX" and then the tax preparer
simply attaches a copy of the brokerage year end statements (which are
marked "statement XX").


Gary Brolis
http://www.MechanicsofMoney.com
http://www.MechanicsofMoney.com/blog.php

deja_bhoot2000[at]yahoo.com writes:

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Yes.

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No! You cannot. Each *sale* has to have its own line on Sched D.
- quote -

No.

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Yes, there is. If you sell at a loss within 30 days of any
purchase (including dividend reinvestments), any "replaced"
shares are wash sales.

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Yes.

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If you have a statement/spreadsheet that shows *all* the information
Sched D wants, you can attach that to the return and just put the
totals on Sched D.

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

I have a short term bond mutual fund at Vanguard, into which I
contribute $1000 per month. I use this account as my emergency fund
(the net yield is a bit better than money market), and the balance
floats between 10K and 20K.

During 2005 calendar year, I withdrew money from this by writing checks
-- about 10 checks, each ranging in amount from 1K oto 10K. Each check
constitutes "sale" of certain number of mutual fund shares, which may
have been purchased at various times. How do I handle this on teh
schedule D?

1. I know that for stocks, I can enter "Various" for date acquired. Can
I do this for mutual funds as well?

2. What about date sold? Can I put in "Various" for this as well?
Vanguard has provided me an itemized summary of each purchase, and a
net summary of long term/short term gain/loss for the whole year, on
addendum to 1099B.

So, can I just make two entries on the schedule D, one for long term
and one for short term, listing both date acquired and date sold as
"Various"? Or do I need to list each sale separately? Also, since the
purchase is via ACH/monthly, and sale (via check-writing) is at random
intervals, are there any wash sale implications?

The net gain/loss is small (less than 2K gain, on a tax filing that
will cover more than 200K in income, and 80K in taxes.) Do I really
need to make 30 line entry in schedule D (D1) to take care of such
small gain? Any short cuts?

Bhoot