自动化投资公司的1099表如何简化报税？

像betterment, wealthfront这类的

因为它们做的短线交易特多
1行行填写的话要吐血了

好像有的报税软件是可以合并填写 - 就是只算出一个总数
比如有100次交易，但只需要填写1行，而非100行？

请过来人指点，怎样把这种厚厚的1099表尽量简化填入8949表？？

TurboTax不能import么？

微信用户_d5022fb 发表于 2022-9-16 22:00
TurboTax不能import么？

我用的TAXACT

也有一些IMPORT功能

比如IMPORT CSV - 就是券商有一个表格列出每一笔Sale
然后好像是可以成功地导入

请问：一定要一笔一笔地细节都申报吗？还是可以只报一个TOTAL?

补充内容 (2022-09-18 04:45 +8:00):
以下是TAXACT的注释：

“ Schedule D Lines 1a and 8a

The IRS allows you to report on Schedule D Lines 1a or 8a the aggregate totals from any transaction that:

    You received a Form 1099-B (or substitute statement) that shows basis was reported to the IRS and does not show any adjustments in box 1g, and
    You do not need to make any adjustments to the basis or type of gain or loss (short term or long term) reported on Form 1099-B (or substitute statement), or to your gain or loss

TaxAct will determine if each individual transaction entered on Form 1099-B meets the requirements to be listed on Schedule D Lines 1a or 8a. If you know your transactions meet the IRS requirements to be listed on these lines, you can enter a single Form 1099-B into TaxAct for those transaction to be listed on line 1a and a single Form 1099-B for those transactions to be listed on line 8a. You will total all qualified short-term transactions together and enter the totals on one Form 1099-B with reporting category A selected. Total all long-term transactions together and enter the totals on another Form 1099-B with reporting category D selected. ”

补充内容 (2022-09-18 04:56 +8:00):
SCHEDULE D 的LINE 1a是：

“Totals for all short-term transactions reported on
Form 1099-B for which basis was reported to the
IRS and for which you have no adjustments (see
instructions).

However, if you choose to report all
these transactions on Form 8949, leave this line
blank and go to line 1b”

所以看来有2个选择：
1）简化：只在1a中填写总额，而不用填写任何8949表？？
2）细化：每一笔都填入8949，schedule D-1a空， 而要填写后面的其它格子：
    1b - Totals for all transactions reported on Form(s) 8949 with BOX A checked
     2 - Totals for all transactions reported on Form(s) 8949 with BOX B checked
     3 - Totals for all transactions reported on Form(s) 8949 with BOX C checked

南来北往 发表于 2022-09-17 13:42:37
我用的TAXACT

也有一些IMPORT功能

换TurnoTax试试呗。网页版不file不要钱的。

起码betterment是有summary的，1099b long term和short term各一个表。

我好奇地问一下，你也是拖到最近才开始报2021年的税吗？

只填写summary够吗？
已经可以导入一行行的每次sale

Haha 拖延症晚期
一起加油

补充内容 (2022-09-19 08:35 +08:00):
还有一个月
应该来得及
但是不敢再拖了

南来北往 发表于 2022-9-18 20:35
Haha 拖延症晚期
一起加油

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