Should I attach Brokers 1099B (9 pages) when box A or D is checked for all transactions with a $5,000 loss?
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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.
You don't have to attach detail for covered transactions.
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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