When I download my data into Turbo Tax, every tiny little sell from a managed account I have (in addition to ones in the main brokerage account) comes in and is properly categorized. This doesn't bother me, but it raised the question of whether it is really necessary to enter Schedule D transactions individually, which I've always done, or whether you can put totals only and some identification of the account from which these totals were taken. What does the IRS want?
- posted
11 years ago