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Level 5
February 18, 2021
Solved

Brokerage Statements attached?

  • February 18, 2021
  • 2 replies
  • 17 views

Do 1099B transaction statements still have to be attached if all transactions are either Box A or D or is reporting the "total proceeds and basis" sufficient.  ( all transaction have basis reported to IRS)?

Thank you! 

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Best answer by Terry53029

No, only list total short, and total long term on covered transactions

2 replies

Intuit Community Champion
February 18, 2021

No, only list total short, and total long term on covered transactions

jnd2546Author
Level 5
February 18, 2021

Thank you!!