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If I have a spreadsheet with schedule D transactions with all information required in schedule D, can I attach it rather than entering individual transactions? If yes, I assume I enter one summary transaction for short term gains/losses on and a summary transaction for long term gains/losses on schedule D?

edited Mar 28 at 18:45

TaxQueries♦♦
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asked Mar 26 at 10:47

Susan K
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Helen EA in PA · Answer 1 · 2010-03-26 10:51:54Z UTC

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Yes and Yes. Make sure the columns are in the same order as the Sch D.

Helen, EA in PA

answered Mar 26 at 10:51

Helen EA in PA
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Jayson Wiser · Answer 2 · 2010-03-26 15:20:00Z UTC

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To expand on Helen's answer, the columns don't need to be in the same order. We often just attach the stock gain loss detail pages provided with the 1099.

answered Mar 26 at 15:20

Jayson Wiser
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blehrhof EA in NJ · Answer 3 · 2010-03-26 18:47:08Z UTC

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Helen's right. You can even efile the return, attach the printed spreadsheet to Form 8453 and mail it in.

(now ... if you had the right software ... you could import the spreadsheet.)

answered Mar 26 at 18:47

blehrhof EA in NJ
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Frank Woodman Jr · Answer 4 · 2010-03-29 04:22:24Z UTC

Yes you can use your spread sheet and you can also use the information sheets that your broker sends. It is even possible that you broker has that data available for you to download in spread sheet or data files (especially in quicken format) so that you can import or print it out rather than creating your own spread sheets. No reason to type all of that data if you don't need to.

Reporting large volume of Schedule D transactions

4 Answers