1099-B Worksheet

Forum|Forum|5 years ago
March 11, 2021
1 reply
23 views

On the 1099-B Worksheet, just below the place where you enter the brokerage house information, etc, there is a section called "Form 8949 Reporting Exceptions Transactions". There you can enter both ST & LT totals from what I assume is from a brokerage 1099 statement. If you do that, and the totals match the 1099 statement, do you still need to attach a pdf file?

ProSeries Professional

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Best answer by IntuitCharlene

If you enter in the summary you would still want to include the summary for the IRS. Details on entering the stock summary can be found here:

https://proconnect.intuit.com/community/form-1040/help/how-do-i-attach-a-stock-summary-to-the-schedule-d-and-form-8949/00/4244

IntuitCharlene

Answer

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If you enter in the summary you would still want to include the summary for the IRS. Details on entering the stock summary can be found here:

https://proconnect.intuit.com/community/form-1040/help/how-do-i-attach-a-stock-summary-to-the-schedule-d-and-form-8949/00/4244

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