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Author: TMFPMarti Big funky green star, 20000 posts Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121602  
Subject: Re: 1099 Tactical Question Date: 1/21/2013 12:11 PM
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Is it acceptable to the IRS (in the sense that it'll cause minimal confusion) to aggregate each of the lots into the single buy/sell order in which they were entered, or must I enumerate each lot as the actual confirmations delineate?

Also, can I use stock symbols, or should I use the company name?


Do at least one entry for each sale shown on the 1099-B. If you purchased what was sold on more than one purchase date you can combine purchases and use "various" for the date. You must still separate between long- and short-term, though.

I use symbols.

Phil
Rule Your Retirement Home Fool
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