sake
Returning Member

Get your taxes done using TurboTax

Hello again. All I have at this stage for 1993 through 2013 are paper statements from the successive brokers the company had over the years. I'm trying to create an Excel file or something from those to create the 1099-B for the non-covered (non-reported to IRS) transactions. Hopefully, I can then attach a PDF of the 1099-B, and also do a one-line entry on Form 8949 (or Schedule D?). When selling other DRiPs in the past, I have never had a 1099-B where the broker didn't list everything! This year, I have two companies like this. I guess the rules have changed for them?

 

As far as sales amounts, all I have for Non-Covered is a total which I have to hope I can match after entering the individual paper statements in an Excel file.

 

I am using Desktop version of TT.