EFTA01220924.pdf

Section 1256 Contracts Information Smart Worksheet A Transaction Information: (a) (b) (c) (d) (e) (f) Name of Description Aggregate Codes' T SE Broker (Form 1099-B, Box 1a) Profit or (Loss) S (Box 11) J B No Form 1099-B Received N Totals for codes H, L, O, and C: 1 Hedging transactions H 2 Loss carryback (use Code L only on an amended return). L Foreign currency contracts: 3 Treated as ordinary income or loss O 4 Elected to be treated as capital gain or loss C C Section 1256 contracts from Schedules K-1 EFTA01220924