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Financial Planning / Tax Strategies


Subject:  Re: federal income tax questions Date:  3/3/2021  1:07 PM
Author:  FlyingCircus Number:  132139 of 132666

LIke ptheland said, if you use a major tax software and a good brokerage (TTax, Fidelity for me), you will just connect to the brokerage and the software will auto populate the 8949(s) pages for you.

A long time ago I did just download the trades (from the taxable account) into a spreadsheet view as a supplement and then put the appropriate subtotals into the 8949 sheet cells. Now that's all taken care of.
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