@MarilynG1
Thank you. I understand the conditions as to when you have to mail the statements (when there are adjustments and summary format was used) but what I am looking to find out is what is done in his scenario where he had over 500 to 800+ pages in transactions with and without adjustments. Since the summary format was selected, one has to mail all 500 to 800+ pages with the 8453?
In that sense, what in specific has to be mailed?:
- All pages of 1099B (which was sent to the IRS by the broker)?
- or all pages of Year-End Summary (not sent to IRS by the broker and has the same large number of transactions pages as the 1099B )
- or both/1099B and Year-End Summary which is the entire tax package received from the broker?
Any help will be appreciated.
