Level 4
03-21-2024
03:29 PM
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I have a 1099-B that shows sales with a basis that was not reported to the IRS, but the 1099-B does show the details of the transactions with the cost basis. Is it correct that I need to attach the 1099-B to the return in this case? Do I do that by going to the "Electronic Return File Attachments" page and linking it as "11 = Sch D - Other"? Do I also need to attach it to the state return (California)?
I couldn't find any ProConnect instructions for this, so I'm just wondering if I'm doing this correctly.
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