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For stock trades i didn't receive 1099 b only annual statement

Do I just post the annual statement for the section 1099b on turbotax?
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2 Replies

For stock trades i didn't receive 1099 b only annual statement

are you dealing with a non-US broker because by law a US broker must furnish the 1099B?

 

then for the non-US broker, each sale must be separately reported  using type C for short-term gains or losses and type F for long-term trades or losses

you must watch for any wash sales and make the adjustment if not done on the annual statement.

 

 

For stock trades i didn't receive 1099 b only annual statement

You can also go online and check to see if the document is available there.

Could also be that the broker requested and was granted a short extension.

But as @Mike9241 noted, they are required to send these out; whether it be hard copy or online depending on what you instructed them to do.

*A reminder that posts in a forum such as this do not constitute tax advice.
Also keep in mind the date of replies, as tax law changes.

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