ThomasM125
Employee Tax Expert

Get your taxes done using TurboTax

You would need to mail the 1099-B form if you reported transactions by sales section totals and you either made adjustments to your investment income or you listed cost basis that was not reported to the IRS. After you get the download posted to TurboTax, you would have to look at how the investment sales are listed on your tax return to see if you are compliant with these regulations to determine if you need to mail in the 1099-B detail. TurboTax should inform you of that need if it exists.

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