Reporting stock sales - one at a time and also summary

sourabhguha
sourabhguha Member Posts: 1 Newcomer
in Filing my taxes

I have 87 stock transactions in my account. About half are for ESPP and the others are for regular stock and option sales. Can I use 'one-at-time' option for the ESPP sales and then the summary option for the rest of transactions?

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Answers

  • MatthewD
    MatthewD FreeTaxUSA Team Posts: 581

    Hello sourabhgula,

    Yes, you can do that, but it is a little unusual. You will likely still need to attach your 1099-B (to your e-file) at the end on the Final Steps.

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