RobertB4444
Expert Alumni

Get your taxes done using TurboTax

Since you haven't made the election yet then you don't need to separate them out for this year for tax purposes.  For informational purposes going forward you will have to go line by line through your 1099-B and differentiate the transactions.

 

Also for this year you will need to mail in your return with your election if you want to take it for future years.

 

If you can't get separate statements in future years for your business and personal investments then you will be stuck going line by line for future tax returns so you may want to work with your broker to get separate 1099-Bs for future years to streamline your tax filing.

 

@duttaranjan 

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