Investors & landlords

the document from your financial institution is a detail report, not a summary.

The consolidated 1099 from U.S.  broker is also a detail report.

TurboTax allows aggregation of sales by Box Category (referred to as "summary").

 

"uploading documentation of the sales summary is required by IRS. "

THere is considerable confusion on this topic brought about by misleading help text in the TurboTax program.

 

Without a 1099-B your sales are listed with Box C or F marked on Form 8949

sales details are what is required by the IRS.

 

If you e-File the Form 8949 showing individual transactions in detail, no mailing is necessary

 

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