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Get your taxes done using TurboTax
No, you do not need to include your 1099-Bs, the IRS already has them. Include Form 8949 and Schedule D when you mail the return. However, if you entered a summary of your transactions instead of each individual transaction, you have to include the broker's statements to include the details of certain transactions.
When you use the summary method, TurboTax only produces a Form 8949 with the summary totals that you entered, not the individual transactions, so the Form 8949 that is included in your return is NOT sufficient for this purpose. (Though, you can include it with the mailing as a reference).
1099-Bs do not always have complete information. If there were sales for which basis was not reported on the 1099-B, (box B, C, E, or F is checked on Form 8949), then you have to either enter each transaction individually on your tax return or send the IRS a statement showing all the information that would be on Form 8949 for the individual transactions.
Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS.
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