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Financial Planning / Tax Strategies


Subject:  Re: previous years stock losses not reported Date:  12/27/2012  12:19 PM
Author:  ww4321 Number:  117223 of 127613

do I have to list each stock and option trade individually for previous years

You need to amend each year's Schedule D to show that year's transactions. Do it chronologically, and don't forget that on all but the first one the carryover from the prior year changes too. File the Schedule D with a 1040X.

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