Vin660, If you decide to use a tax preparer, make his life A LOT easier, and save yourself some money, by splitting out the buy & sale matches before you give him the package. One sale can be made up of shares from multiple buys, and possible different prices. Or one buy group could be sold for multiple prices in smaller lots. That is the match up I referred to. That is what takes the time. LC
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.