For your kids, aren’t the transactions all for covered shares, in which case you don’t need to enter the transactions.
Yeah, our consolidated Merrill 1099s DO look like a phone book each year and I do returns for my kids each year and they look pretty much the same (a bit less so, actually, but still too many transactions to enter manually).
Statistics: Posted by prd1982 — Fri Feb 20, 2026 5:08 pm — Replies 5 — Views 1092