Investors & landlords

It is not  a solution.

If you do that your subtotals will appear on Schedule D Line 2 which is wrong.

you'd have to get Schedule D in PDF fillable form from irs.gov and do that by hand.

 

here's a solution.

use Box B to get the printout for your records.

change it back to Box A so you can e-File.

details are not required when you summarize Box A transactions without adjustments.

when details are not required (Box A) no mailing is necessary. No attachment is necessary.

 

If you have a lot of transactions, this is all just too fastidious and tedious so put a copy of your consolidated 1099-B behind your copy of 1040 for your records.

 

@herbsmith