Yardley CPA Posted April 9, 2015 Report Share Posted April 9, 2015 Are there any options if the T/P has over 100 Box E stock sales and the brokerage firm does not have any type of electronic or excel formatted summary? Can you scan a copy of the statement and attach it to the return or must each sale be input on 8949 (all different stocks and sale dates.) Thank you! Quote Link to comment Share on other sites More sharing options...
NECPA in NEBRASKA Posted April 9, 2015 Report Share Posted April 9, 2015 I scan it and attach the PDF to the efile as long as the information is reported in the correct order. Check to see if you have to make any adjustments. I enter the numbers and use the brokerage name for the description. 2 Quote Link to comment Share on other sites More sharing options...
Yardley CPA Posted April 9, 2015 Author Report Share Posted April 9, 2015 Thank you. Quote Link to comment Share on other sites More sharing options...
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