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1099-B Summary Entries


Tax Prep by Deb

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That is correct if there is no adjustments needed.  I had some washed sales on the one I was working on.  It is reported on the 8949 but you do not put in any dates, enter all the rest of the info and under adjustment #1 select m.  I did attach a copy of the statements. 

The more I work with Drake the more I like it.  You just have to keep looking and eventually you can find how to do it.

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