When I have a 1099 with stock sales from a broker, do I just report the overall aggregate or have to list each transaction?

bullarddexter — Thu, 12 Feb 2026 21:40:16 GMT

In my 1099, I have an aggregate statement of aggregate profit and loss. Is that sufficient to put on the return, or do I need to list all of the transaction individually?

Re: When I have a 1099 with stock sales from a broker, do I just report the overall aggregate or ...

ThomasM125 — Fri, 13 Feb 2026 16:45:37 GMT

You can list the sales in summary form, but you will need to mail in your tax return with a copy of the Form 1099-B detail if any of the sales include uncovered sales, which are ones in which the cost basis is not listed on the Form 1099-B.

Re: When I have a 1099 with stock sales from a broker, do I just report the overall aggregate or have to list each transaction?

Mike9241 — Fri, 13 Feb 2026 17:28:25 GMT

Not sure if this is available in the online version, but if the type is A (short-term - proceeds and cost reported to IRS with no adjustments) or type D (same as A but for long-term gains or losses)

Only for transactions where you got a 1099-B and the Type is either A (short-term – proceeds and basis (covered) reported to IRS with no adjustments or Type D (same as A but for long-term trades). Not for employee stock sales

Click on icons as needed. In xome cases you’ll need to click on continue to get to the next page

Under investment section > stocks > visit all or update

Next - add investments
Next - skip import
Next - select the stock and bonds box
Next - enter the brokerage name or anything you want for this. It’s not used
Next - employee stock – no
Next - more than 3 sales – yes 4+ (even if not true
Next – other type of investment - no
Next – did you buy every investment – yea
Next – select sales section total box
Next -Read the page then continue
Next – select from the drop-down in the sales section - must be either “short-term basis reported to the IRS (covered)” or “long-term basis reported to the IRS (covered)
Next – enter proceeds and cost for type selected then continue
Next select the “add another sales total if you have trades of the other type

These totals go to Schedule D lines 1a (ST) or 8a (LT). Details of the trades do not need to be furnished to the IRS and there would be no Forms 8949

You also have the option if your FI partners with TurboTax to import the transactions, but each trade they will go on Form 8949

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When I have a 1099 with stock sales from a broker, do I just report the overall aggregate or have to list each transaction?

Re: When I have a 1099 with stock sales from a broker, do I just report the overall aggregate or ...

Re: When I have a 1099 with stock sales from a broker, do I just report the overall aggregate or have to list each transaction?