JohnB5677
Expert Alumni

Get your taxes done using TurboTax

No, I do not recommend sending an Excel spreadsheet unless you want to include it as a supplement.  At a minimum, you will have to include copies of the summary pages for each transaction summary posted to the tax return.

 

You have to send the summary statements, not copies of individual 1099-B forms. 

You can still E-file.  TurboTax will produce a Form 8453. You will print the Form 8453 and attach the brokerage statement(s) to it. 

If you file by mail, attach the statement(s) at the back of your tax return, behind all the forms and schedules.

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