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Level 3
March 23, 2021
Question

Supporting Documents

  • March 23, 2021
  • 1 reply
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Attaching  broker summary transactions to Schedule D in lieu of reporting 50 separate  transactions on form 8949.  Can one attach copies not PDF files. 

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1 reply

Level 3
March 23, 2021

Yes, and the new area for reporting it does have a place to enter the proceeds and cost basis, then you attach a copy of the 1099b and send it to IRS to show the capital gains/losses on schedule D.