DavidT0202
Expert Alumni

Get your taxes done using TurboTax

The 1099-B is filled out by the Brokerage, you will use this to file your Schedule D which is created in TurboTax when you input the information from the 1099-B.  You will also need the Statement A that comes with the 1099-B for some information, and this statement should match your records.  You will only need your records to verify the information from the Brokerage and not for filing. 

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