@akmisterekbenson wrote:
The investments were all covered, BUT there were some wash sales, which according to the IRS, require the 100B information.
I don't have an answer for that based on any authority, but I tend to think that a taxpayer might not have to mail the 1099-B if all of the transactions are covered and if any wash sales are reported as such on the statement (and that would make sense since the IRS would already have the 1099-B with any wash sales reported on the statement).
