topic Should I submit only summary total for 1099-B with disqualified ESPP transactions? in Education https://ttlc.intuit.com/community/college-education/discussion/should-i-submit-only-summary-total-for-1099-b-with-disqualified-espp-transactions/01/3533847#M59724 <P>My 1099-B has some disqualified ESPP transactions (marked as <EM>covered securities</EM>), and 100+ regular company stock sale transactions (marked as&nbsp;<EM><STRONG>non-covered securities</STRONG></EM><STRONG>).</STRONG></P><P><BR />Instead of listing out individual transactions one by one, is it fine for me to provide a summary total of the 1099-B (one for&nbsp;<EM>covered securities</EM>, and another for&nbsp;<EM><STRONG>non-covered securities</STRONG></EM>)?<BR /><BR /><SPAN>My W-2 does have the ESPP ordinary income recorded, and&nbsp;</SPAN>I do attach the 1099-B PDF for tax return e-filing.</P> Mon, 03 Mar 2025 07:09:07 GMT crimson91 2025-03-03T07:09:07Z Should I submit only summary total for 1099-B with disqualified ESPP transactions? https://ttlc.intuit.com/community/college-education/discussion/should-i-submit-only-summary-total-for-1099-b-with-disqualified-espp-transactions/01/3533847#M59724 <P>My 1099-B has some disqualified ESPP transactions (marked as <EM>covered securities</EM>), and 100+ regular company stock sale transactions (marked as&nbsp;<EM><STRONG>non-covered securities</STRONG></EM><STRONG>).</STRONG></P><P><BR />Instead of listing out individual transactions one by one, is it fine for me to provide a summary total of the 1099-B (one for&nbsp;<EM>covered securities</EM>, and another for&nbsp;<EM><STRONG>non-covered securities</STRONG></EM>)?<BR /><BR /><SPAN>My W-2 does have the ESPP ordinary income recorded, and&nbsp;</SPAN>I do attach the 1099-B PDF for tax return e-filing.</P> Mon, 03 Mar 2025 07:09:07 GMT https://ttlc.intuit.com/community/college-education/discussion/should-i-submit-only-summary-total-for-1099-b-with-disqualified-espp-transactions/01/3533847#M59724 crimson91 2025-03-03T07:09:07Z Re: Can I submit only summary for 1099-B with disqualified ESPP transactions? https://ttlc.intuit.com/community/college-education/discussion/re-can-i-submit-only-summary-for-1099-b-with-disqualified-espp-transactions/01/3535121#M59743 <P>Yes, you can do the summary entry if you attach a copy of the Form 1099-B form showing the detail of investment sales.</P> Mon, 03 Mar 2025 18:38:01 GMT https://ttlc.intuit.com/community/college-education/discussion/re-can-i-submit-only-summary-for-1099-b-with-disqualified-espp-transactions/01/3535121#M59743 ThomasM125 2025-03-03T18:38:01Z