DianeW777
Employee Tax Expert

Get your taxes done using TurboTax

This is not new tax law. With summary transaction totals a mailing of the form 1099-B or your spreadsheet and Form 8453 is a very common mailing requirement.  Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.

 

You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any.

You can e-file, and mail the required forms no later than three days after acceptance of your return.

 

@Ambilobe 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"