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Schedule D transactions

Level 2

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
Level 15

Only totals are needed for covered transactions.

This is in the form instructions.

Level 2

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

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