semiretired123
Level 2
04-04-2022
08:17 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
If my cliebt received a 1009-B with stock sales and basis was submitted to IRS, what do I need to include with the return - copies of the sheets showing the transactions or just the totals. Thansk
Labels
sjrcpa
Level 15
04-04-2022
09:32 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Only totals are needed for covered transactions.
This is in the form instructions.
The more I know the more I don’t know.
semiretired123
Level 2
04-04-2022
11:26 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thanks very much. That is what I thought, but wanted to be sure.