Yes, if you only entered your summary transactions and you had sales that are not identified as Box A or Box D transactions, then you will need to mail a copy of your Form 1099-B.
See the following information from TurboTax help content for more details:
If you have sales identified on your statement as Box A or Box D sales, and they don't include any adjustments to the gain/loss (e.g. a Disallowed Wash Sale amount), then you should simply enter a summary for these sales. You'll only need to enter the total sales proceeds, total cost basis, and sales category.
For sales that aren't identified as Box A or Box D sales, or that require adjustments, you have a choice to make. If you choose to enter summary totals for these sales, then you'll be required to mail in a statement with specific information about each individual sale. Otherwise, you can just enter each sale one at a time in TurboTax, and you won't have to mail anything in.
Here's a tip that might help: you can report individual sales as well as summaries for the same account. So let's say you have an actively traded account with 500 stock sales that are all Box A or Box D sales. Only 3 of the sales require any adjustments. In this case, you can report the 3 sales that require adjustments individually. Then you can report all the remaining sales by entering two sales summaries, one for all the Box A sales that don't require adjustments and one for all the Box D sales that don't require adjustments. By entering just 5 sales, you've covered all 500 sales and don't need to mail in any additional info.
Additionally, here are the mailing instructions:
Take a moment to double-check that your statements are complete. For each sale listed, there should be:
- A Description
- Date Acquired
- Date Sold
- Sales Price
- Cost Basis
- Gain or loss for each sale
- A sale category based on how the sale was reported to you and the IRS
In some uncommon cases, there will be an adjustment code and adjustment amount.
NOTE: Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS.
Here's how to mail your statements:
If you are e-filing your tax return, then mail your statements along with Form 8453 to:
Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX 73344-0254
If you are not e-filing, then mail your statements with your entire tax return to your local IRS office.
