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    1099-B

    Shirley79
    Level 5

    When there are many pages of transactions on a 1099-B, do you have to list all of them individually?

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    1 Best Answer

    Accepted Solutions
    sjrcpa
    Level 15

    If you would read the Schedule D/8949 instructions, you would earn that the detail for covered transactions does not need to be entered or attached.

    Reading is Fundamental.


    The more I know the more I don’t know.

    View solution in original post

    9 Comments 9
    NYTAxGuy
    Level 3

    Scan all the pages and attach as a PDF file. Use M code on the Sch D worksheet. In description say "see attached"

    Jim-from-Ohio
    Level 12
    Level 12

    I stopped scanning and attaching about seven years ago.. been reporting totals only, by category..never got one peep about it from the IRS

    sjrcpa
    Level 15

    If you would read the Schedule D/8949 instructions, you would earn that the detail for covered transactions does not need to be entered or attached.

    Reading is Fundamental.


    The more I know the more I don’t know.
    Shirley79
    Level 5

    Thank you.  

    Shirley79
    Level 5

    Thank you.

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    Shirley79
    Level 5

    Thank you.  You do this even though the basis is already reported to the IRS per their 1099-B?

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    Accountant-Man
    Level 13

    A long, long time ago, when I could remember,

    I used to enter each page separately. Then I started attaching PDFs. Now I just enter total ST-A, LT-D, etc.

    ** I'm still a champion... of the world! Even without The Lounge.
    Shirley79
    Level 5

    Tahnk you.

    Accountant-Man
    Level 13

    You're weclome.

    ** I'm still a champion... of the world! Even without The Lounge.
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