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State tax filing
Yes, you can summarize 1099B transactions by category (for example A is short-term basis reported to IRS, D is long-term basis reported). If you have transactions in categories other than A and D then you will need to send a copy of the applicable 1099B pages showing those transactions. TurboTax will walk you through that process. The pages and along with a form 8453 will be sent by mail separately from your e-filed return.
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‎April 13, 2021
10:49 AM