- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
if you are talking about supplying transaction detail in PDF form, rather than mailing it in.
You only need to supply PDF of 1099-B covered transactions with adjustments that are not listed on your e-Filed Form 8949. and all non-covered transactions not listed there.
in other words, generally this is a list of the Wash Sales.
However it can be tricky to break out only a portion of your broker supplied PDF. I do it using CutePDF Writer. which has a free version.
OR supply the entire 1099-B PDF, or supply the entire consolidated 1099-B statement, which will have everything but is more than what is required.
Note: turboTax may suppress some covered transactions without adjustments. For those, no mailing is required !
March 5, 2021
5:21 PM