KathrynG3
Expert Alumni

Get your taxes done using TurboTax

@fanfare is correct. Since you no longer have access to import the brokerage statement, the next easiest thing to do is enter these transactions as you received them on the initial summary pages. For more information, see: How do I enter a large number of stock transactions in TurboTax Online?

 

Regarding sending in the detail after e-filing, TurboTax will provide you all instructions necessary and help with the state filing requirements, as well. 

 

Everything will be sorted out depending on how long you held the transactions.

  • First, they will be sorted as short-term (held one year or less) and long-term (held more than one year).
  • Next, they will be sorted by whether the cost information was reported to the IRS - covered, not reported to the IRS - non-covered. The third category, by definition, would not apply: not reported to you on Form 1099-B.

After e-filing the return, submit your 38 pages to the IRS following Form 8453.

Regarding wash sales, you may want to enter one adjustment for all wash sales as part of the summary to capture these details.

 

For more information, see: 

How do I enter a wash sale on my 2020 return?, but go to this link if applicable: Re: How can I enter a wash sale <$1.00?

 

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