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Self-employed
This grouping is for the same stock throughout the year- "the groupings are for trades that are the same legal entity".
It will like save a bit of entry but not enough to make much of a difference if you have a couple of hundred different trades to enter.
I have been using the sold date of the latest sale when I group them - not technically correct but no other way to enter multiple trades in one company on one line
April 25, 2022
12:59 PM
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Self-employed
Hi, Thank you for your response. I understand the grouping of same stock under one entry. However, I understand that you can also report all of your trades for different stocks (>100 entries) under one entry. In this case, what information should be provided on the Turbotax?
April 25, 2022
1:43 PM