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Investors & landlords
No, you will not need to mail anything in, unless the IRS asks for it.
Brokerage statements will not always report the cost basis and/or sales category, even if the information is available right on the 1099-B. The IRS is receiving the 1099-B information from the broker, but is relying on you to report the correct cost basis and category.
‎June 6, 2019
3:34 AM