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  • "Bodhi" started this thread

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Monday, April 8th 2013, 9:29pm

Question for the board about Taxes

Hey guys, real quickie... last minute nelly on my taxes, and i've put together a SS to help with the book-keeping... it's a chore though to put it together (and track all taxes between years and keeping track of what shares were sold when), and even more of a chore to then convert it into the 8949 form. My question is, can i just reformat the book I keep (in excel) to make it look like the table they give you in the 8949 form, and sorta do a copy/paste job with some some manual copying/pasting of my table over the one supplied?
Really appreciate it.



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Tuesday, April 9th 2013, 2:12am

Different tax authorities, but historically when I've needed to fill in the "detailed transaction forms" I've replaced those with my look-a-like Excel sheets and just kept original forms for the higher level forms. Was no problem here.



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Tuesday, April 9th 2013, 5:47am

Not sure if I understood OP's question exactly, but tax software like TurboTax does an import from your broker (or any financial institution) and re-formats all closed trades into 8949. Just need to make sure that their books (that's what gets reported to IRS) is correct by matching to your SS.

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