dascpa
Level 12
02-27-2025
08:30 AM
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You have multiple options. If the 1099-B has summary totals for each category (A - short-term covered, D - long-term covered, etc.) then you can just put in those totals.
There is also with Form 8453 a way to enter in summary totals and then within 3 days, mail with the 8453 the supporting documentation.
And yes, some people do the attachment as you said, but it's the input totals by category that are the most important.