I see. So the brokerage will send me both the 1099-B form already filled out, and the Statement A automatically. I don't need to request either of them from the brokerage. Is that all correct?
Also apologies for the additional question. This is my first year filing taxes so I wanted to have all my bases covered to prevent any mistakes. That question should be it, though.
Thank you again @DavidT0202 !
