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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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DDollar
Expert Alumni

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.

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.

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DDollar
Expert Alumni

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.

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.

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