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 Form 8949 Tax Form 2018

8949 for Stocks 2018-2025 Form

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Instructions and help about 8949

my name is quinton this is tradelog and today we're gonna learn how to adjust 8949 code before we start we should mention that the determining factor for 8949 categorization is based on the purchase or cost basis of a security therefore you need to select only the buy position and assign the code trade log will automatically match the corresponding sale and report on the proper 8949 category based on the code you selected for the buy with that in mind how do we adjust the code first find the ticker that needs to be adjusted by going to the top and clicking find then click ticker in this situation we will search for abcd now select the open records that need to be changed by holding control on your keyboard and left clicking with your mouse then in the top click adjustments and in the tax adjustments section click adjust code the tax adjustment codes window will pop up and from here you can select the code to apply from the selection list or select clear to clear the code and al

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