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After you file
@JG1989 You do not need to send the full statement if all of your transactions are covered. That means the basis has been reported to the IRS by your broker already.
If any of your transactions are 'non-covered', however, you need to send the whole statement to the IRS. They don't know what your basis is and they aren't going to take your word for it.
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March 2, 2022
5:23 PM