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Level 2
posted Jun 3, 2019 12:29:56 PM

Do I include the 1099B year-end summary in submitting attachments to IRS? It has individual transactions for short-term and long-term transactions already in the form.

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1 Best answer
Expert Alumni
Jun 3, 2019 12:29:57 PM

While it won't cause a problem if you do, I would not include the year end summary. It's more than they asked for, so I wouldn't send it.

1 Replies
Expert Alumni
Jun 3, 2019 12:29:57 PM

While it won't cause a problem if you do, I would not include the year end summary. It's more than they asked for, so I wouldn't send it.