“Should one combine all the different accounts into set of up to the 6 possible different categories. Or alternately, treat all the different accounts separately and only combine them on Schedule D.”----->Assume that all of them are subject to LTCG , then as you said, you need to treat all the different accounts separately on form 8949 line 3 , depending on the situation and combine them on form 8949 kine 4 and Schedule D line 15. |