@kspring If you choose to Enter a Summary in Lieu of Individual Transactions, you only need to mail your transactions that:
- 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).
So you may not need to mail anything, or only certain pages. Your 'Filing Instructions' page will tell you what to mail and where.
Remember that the IRS already has a copy of your 1099-B, 1099-Div, 1099-Int, etc.
Click this link for more info on What to Send to the IRS With Summary Totals.
No documents can be uploaded from your computer into TurboTax. Importing from financial institutions is allowed for certain types of transactions only.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
