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    • Created with Sketch. On January 27th, Intuit opens for individual e-filing. View ProSeries Hot Topics here.
    Created with Sketch. On January 27th, Intuit opens for individual e-filing. View ProSeries Hot Topics here.
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    Schedule D transactions

    semiretired123
    Level 2
    ‎04-04-2022 08:17 PM

    If my cliebt received a 1009-B with stock sales and basis was submitted to IRS, what do I need to include with the return - copies of the sheets showing the transactions or just the totals.  Thansk

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    2 Comments 2
    sjrcpa
    Level 15
    ‎04-04-2022 09:32 PM

    Only totals are needed for covered transactions.

    This is in the form instructions.

    The more I know, the more I don't know.
    semiretired123
    Level 2
    ‎04-04-2022 11:26 PM

    Thanks very much.  That is what I thought, but wanted to be sure.  

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