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Level 3
posted Feb 12, 2025 5:10:33 PM

1009B and supplemental document

Filing by mail. If I enter each stock type line by line, do I have mail the 1099B and the supplemental forms in?  

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1 Replies
Expert Alumni
Feb 18, 2025 7:25:50 PM

If you enter every transaction by hand, you do not need to mail the 1099B and supplemental forms in.  If you choose instead to report a summary by type then you do need to mail in the supplement.