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jnd2546
Level 5
May 10, 2021
Question

Box A and Box D tranasactions?

  • May 10, 2021
  • 1 reply
  • 3 views

Does a .pdf brokerage statement still have to be sent to IRS for Box A and Box D ( both rep basis reported to IRS) transactions or is the summary entry sufficient of the 1099 B worksheet?

Thanks!

This topic has been closed for replies.

1 reply

dd4vols
dd4volsIntuit Community Champion
Intuit Community Champion
May 10, 2021

NOPE!   don't have to send anything. just fill in the info re: brokerage firm, acct #, etc

and hopefully we are about thru with transactions that the brokers don't have the basis for...

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J
jnd2546Author
Level 5
May 10, 2021

Thank you!

I thought that was the answer but when I saw the last intuit "alert" about the 5 methods of entering transactions, it didn't really address "A" and "D"'s  specifically .  Still seemed to imply .pdf attachments would always be attached if not individually entered.

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