KathrynG3
Expert Alumni

Investors & landlords

Yes, if the details of your investment activity are imported from Form 1099-B, they will be included on Schedule D with the detail pages, Form 8949. This information will transfer to the necessary forms for Massachusetts.

 

The transactions should be sorted on Form 8949 based on whether the trades

  • were or were not on Form 1099-B,
  • were held short-term or long-term and
  • whether they were or were not reported to the IRS.

For more information see: Where is Schedule D?