JOHNNYCPA
Level 3
06-07-2020
08:42 AM
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I am using 2019 Proseries Basic.
I am using the summary page from the broker for the sale of stock (short and long term) - basis reported to IRS, etc. for inputting the summary sales in tax return versus doing 25 indivual sale transactions.
Do I have to attach the summary stock page to the return? Is it mandatory IRS requirement?
If so, can you give me instructions?
Thanks,
John
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sjrcpa
Level 15
06-07-2020
09:44 AM
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For covered transactions with no adjustments nothing needs to be attached.
The more I know the more I don’t know.
George4Tacks
Level 15
06-07-2020
10:13 AM
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Answers are easy. Questions are hard!
