Shirley79
Level 4

When there are many pages of transactions on a 1099-B, do you have to list all of them individually?

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NYTAxGuy
Level 3

Scan all the pages and attach as a PDF file. Use M code on the Sch D worksheet. In description say "see attached"

Jim-from-Ohio
Level 11
Level 11

I stopped scanning and attaching about seven years ago.. been reporting totals only, by category..never got one peep about it from the IRS

sjrcpa
Level 15

If you would read the Schedule D/8949 instructions, you would earn that the detail for covered transactions does not need to be entered or attached.

Reading is Fundamental.


The more I know the more I don’t know.

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Shirley79
Level 4

Thank you.  

Shirley79
Level 4

Thank you.

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Shirley79
Level 4

Thank you.  You do this even though the basis is already reported to the IRS per their 1099-B?

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Accountant-Man
Level 13

A long, long time ago, when I could remember,

I used to enter each page separately. Then I started attaching PDFs. Now I just enter total ST-A, LT-D, etc.

** I'm still a champion... of the world! Even without The Lounge.
Shirley79
Level 4

Tahnk you.

Accountant-Man
Level 13

You're weclome.

** I'm still a champion... of the world! Even without The Lounge.
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