Re: summary page from the broker for the sale of stock (short and long term) - attached to return?

JOHNNYCPA · ‎06-07-2020

I am using 2019 Proseries Basic.

I am using the summary page from the broker for the sale of stock (short and long term) - basis reported to IRS, etc. for inputting the summary sales in tax return versus doing 25 indivual sale transactions.

Do I have to attach the summary stock page to the return? Is it mandatory IRS requirement?

If so, can you give me instructions?

Thanks,

John

sjrcpa · ‎06-07-2020

For covered transactions with no adjustments nothing needs to be attached.

The more I know, the more I don't know.

George4Tacks · ‎06-07-2020

https://proconnect.intuit.com/community/help-articles/help/methods-for-entering-stock-transactions-f...

Answers are easy. Questions are hard!

summary page from the broker for the sale of stock (short and long term) - attached to return?

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