JohnB5677
Expert Alumni

Get your taxes done using TurboTax

Yes, you can post the combined stock sales as a summary.  But you're also correct that you have to send the IRS the backup information.

 

Turbo tax will generate a FORM 8949 for you.

 

Form 8949 allows you and the IRS to reconcile amounts that were reported to you and the IRS on Forms 1099-B or 1099-S (or substitute statements) with the amounts you report on your return. If you receive Forms 1099-B or 1099-S.

 

You will attach your 1099-B and mail it to the IRS.

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