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URL:  https://boards.fool.com/i-have-many-many-trades-do-i-have-to-include-the-34767438.aspx

Subject:  Re: federal income tax questions Date:  3/2/2021  5:49 PM
Author:  aj485 Number:  132133 of 132662

I have many many trades. Do i have to include the the worksheet 8949 from the brokerage for all trades with my income tax form?

You will need to include a separate Form 8949 - not the worksheet from your brokerage - for each different type of trade that you have:
(A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS
(B) Short-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS
(C) Short-term transactions not reported to you on Form 1099-B
(D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS
(E) Long-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS
(F) Long-term transactions not reported to you on Form 1099-B

These Form 8949s must document all of your trades.

AJ
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