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After you file
This is the information from the link:
TurboTax is equipped to handle around 10,000 individual transactions per brokerage account.
If you hit the transaction import limit, you can enter a summary for each sales category.
Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.
You'll enter the summary info instead of each individual transaction.
So, if you entered the stock sales one by one, you have no need for that 1099-B t be sent to the IRS. If there are any trades that were summarized according to the sales category, you will need to send the form.
‎June 12, 2022
12:34 PM