rjs
Level 15
Level 15

Deductions & credits

Only mail the brokerage statement that contains the details of the sales for which you entered category totals. Do not mail brokerage statements for sales that you entered individually. Do not mail copies of the 8949 forms that are included in your tax return. The IRS already has those. What you are required to mail is a Form 8949 that lists each sale individually, or an equivalent statement. The brokerage statement is the equivalent statement.

 

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