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george11_2
Level 3
February 14, 2022
Question

Attach Broker 1099B

  • February 14, 2022
  • 2 replies
  • 10 views

Should I attach Brokers 1099B (9 pages) when box A or D is checked for all transactions with a $5,000 loss?

This topic has been closed for replies.

2 replies

J
jeffmcpa2010
Level 10
February 14, 2022

If I don't input every transaction I do attach the pdf statement. Doesn't take long and then I don't have to question myself.

    sjrcpa
    sjrcpa
    Level 15
    February 14, 2022

    You don't have to attach detail for covered transactions.

    The more I know the more I don’t know.
      J
      jnd2546
      Level 5
      February 14, 2022

      Agree; no need to attach brokerage transaction details.

      Caution::

      If you happen to be a PA resident be careful because if you enter the proceeds and basis totals for A or D, they are NOT transferring to PA 40 Sch D.   I called support.  Caller not very astute.  She took my info and promised a email reply. Nothing yet. That was 2/10.   Not sure if other states are having some problem.

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