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Get your taxes done using TurboTax
@Aleksandr If you enter a Summary in Lieu of Individual Transactions, you don't need to attach a copy of your 1099-B to your tax return.
You will be instructed in your Filing Instructions to mail Form 8949 with your 1099-B if:
- The sales category for one or more summaries is something other than Box A (short-term covered) or Box D (long-term covered); or
- The Box A and/or Box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement).
Click this link for more info on Form 8949.
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March 15, 2021
4:33 PM