I have 4 investment accounts, each with 30 or 40 sales that need to be reported on schedule D. I enter "Account 1 Short" "Account 1 Long" etc. and attach copies of all the transactions in case the IRS is interested.
I know that is more than is necessary since I have an accountant do my taxes every few years when there is something complicated and he lists the accounts the same way I do, but doesn't include any copies of the transactions. But I prefer to overdo things rather than take a chance of making them look deeper.
This year all the transactions are on 1099-B reported directly to the IRS, so including copies of the transactions seems redundant; even for me.
What do you think?