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 !