I want to import my 1099-B stock trading activity into my return. Must I scan the 1099-B pages into my computer,and then import it into the return via lightning bolt?

[Wallyworld]

I have my tax prep account already set up with Intuit Link.  Does the Link go out and retrieve all 1099s in my name and gather them on my computer?  Or, must I scan them into my computer manually and then select the lightning bolt feature to gather them and input them into my return?

One of the 1099-B forms contains about 200 trading transactions and dividend/interest reporting items.  It is tedious to manually enter each of these items separately.

[sjrcpa]

If the 1099-B transactions are covered transactions you don't need to enter the details, just the totals. Break into LT and ST.

[puravidapto]

and attach the PDF?

[abctax55]

and attach the PDF?

@puravidapto 

Attaching a PDF of covered transaction is not necessary.

[puravidapto]

"Attaching a PDF of covered transaction is not necessary." - I believe you have to attach a PDF if you use summarized result even if they are covered. Agree? I responded to the answer suggesting to use the summarized numbers.

[IRonMaN]

No, a pdf isn’t required

[abctax55]

"  Agree?  "

No, that the main point of "covered" transactions.  The IRS already has the details, especially basis.

[PhoebeRoberts]

It sucks that the IRS doesn't provide instructions about how to handle this common situation, so you have to ask random people on the Internet.

https://www.irs.gov/instructions/i1040sd#en_US_2022_publink1000308708

"If you choose to report these transactions on lines 1a and 8a, don't report them on Form 8949. You don't need to attach a statement to explain the entries on lines 1a and 8a and, if you e-file your return, you don't need to file Form 8453."