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playa2477Balito
Level 1
Mar 18, 2023 8:19 PM UTC
Question

1099B

HOW DO I DETERMINE If I HAVE TO INCLUDE 1099b to my returns?

    1 reply

    JohnW152
    Alumni - Intuit
    Mar 18, 2023 9:55 PM UTC

    The IRS requires a copy of Form 1099-B when you report your transactions by sales section totals, rather than reporting each one separately, and one of the following is the case:

    • You've made adjustments to your investment income, or
    • Your cost basis isn’t reported to the IRS

    Please see the TurboTax Help article When do I need to include my 1099-B with my return? for additional details. 

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