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New Member
posted Feb 16, 2024 6:27:08 AM

Do I need the 1099 Composite and year to end summary document?

It's about stocks.

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1 Replies
Expert Alumni
Feb 16, 2024 6:33:45 AM

You do not need it to file your taxes but some of the information may be helpful when preparing your taxes. If you have a composite report, the stock sale are reported in the 1099B section of the report and you would report the stock sales from this section.