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Investors & landlords
IRS requires details of all sell transactions, EXCEPT as noted above for Category A or D without adjustments.
If you did not get a 1099-B your category is C or F
There is no exception for these categories.
If you summarized an e-Trade 1099-B that is entirely Box A or D without adjustments, you don't mail that statement in to the IRS.
For anything else you summarized, you mail the details.
It is a simple enough rule.
‎April 9, 2021
7:36 PM