george
Level 2
02-14-2022
09:28 AM
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Should I attach Brokers 1099B (9 pages) when box A or D is checked for all transactions with a $5,000 loss?
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jeffmcpa2010
Level 11
02-14-2022
09:48 AM
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If I don't input every transaction I do attach the pdf statement. Doesn't take long and then I don't have to question myself.
sjrcpa
Level 15
02-14-2022
10:06 AM
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You don't have to attach detail for covered transactions.
The more I know the more I don’t know.
jnd2546
Level 4
02-14-2022
12:50 PM
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Agree; no need to attach brokerage transaction details.
Caution::
If you happen to be a PA resident be careful because if you enter the proceeds and basis totals for A or D, they are NOT transferring to PA 40 Sch D. I called support. Caller not very astute. She took my info and promised a email reply. Nothing yet. That was 2/10. Not sure if other states are having some problem.
