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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.
March 12, 2023
6:03 AM