Attach Broker 1099B

[george]

Should I attach Brokers 1099B (9 pages) when box A or D is checked for all transactions with a $5,000 loss?

[jeffmcpa2010]

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.

[sjrcpa]

You don't have to attach detail for covered transactions.

[jnd2546]

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.