GeorgeM777
Expert Alumni

Investors & landlords

If you are eligible to use the summary method for your 1099-B transactions, then when you select the Stocks, Mutual Funds, and Bonds category, you will see a page where you can select whether you have received a 1099-B.  Select No.  Continue through the application and you will see the following page where you can enter a summary for each sales category. 

 

 

@tpopplewell

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