topic Stock sale in Investors & landlords

Stock sale

HeatherB123 — Mon, 09 Mar 2026 05:33:23 GMT

I sold stocks for the first time in 2021. My end of year statement from my broker shows Form 8949 with varying amounts, but my 1099-B is $0. Do I need to include the stock sale on my taxes since the 1099-B is $0?

Re: Stock sale

Mike9241 — Sat, 19 Feb 2022 21:06:14 GMT

we can see your documents. clarify the situation with your broker.

Re: Stock sale

fanfare — Sat, 19 Feb 2022 23:12:00 GMT

@HeatherB123
IRS requires details of your SELL transactions to be listed on a Form 8949,
or on your other forms (e.g. consolidated 1099-B) which have the same information and in the same manner as Form 8949.

At tax time, you will summarize your transactions by Sales Category.

Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.

Re: Stock sale

fanfare — Sat, 19 Feb 2022 23:16:50 GMT

If your 1099-B is messed up,

either you get it corrected,

or you report using your own records.