DMarkM1
Expert Alumni

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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