Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Products
  • Workflow Tools
  • Learn & Support
  • Sign In
  • Products
  • Workflow Tools
  • Contact Us
  • Sign In
  • Learn & Support
    • Created with Sketch. Intuit Biz e-filing closure on December 21 at 6:00PM PST. View more ProSeries Hot Topics here.
    Created with Sketch. Intuit Biz e-filing closure on December 21 at 6:00PM PST. View more ProSeries Hot Topics here.
    cancel
    Turn on suggestions
    Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
    Showing results for 
    Search instead for 
    Did you mean: 

    Brokerage Statements attached?

    jnd2546
    Level 4
    ‎02-18-2021 07:19 AM

    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! 

    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    1 Best Answer

    Accepted Solutions
    Terry53029
    Level 14
    Level 14
    ‎02-18-2021 09:05 AM

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

    View solution in original post

    0 Cheers
    2 Comments 2
    Terry53029
    Level 14
    Level 14
    ‎02-18-2021 09:05 AM

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

    0 Cheers
    jnd2546
    Level 4
    ‎02-18-2021 04:08 PM

    Thank you!!

    0 Cheers






    Intuit Lacerte Tax
    Intuit ProConnect Tax
    Intuit ProSeries Tax
    Additional Accounting Solutions
    Tax Pro Center
    Tax Practice Resources
    Call sales: 844-877-9422
    Sitemap

    ©1997-2024 Intuit, Inc. All rights reserved.

    Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

    By accessing and using this page you agree to the Terms and Conditions.

    About Cookies | Manage Cookies
    Legal Privacy Security