Under Stocks, Mutual Funds,..., Other, choose 'did not receive 1099-B'.
On the next screen, choose 'Enter Summary'. You will need to enter Sales Proceeds and Cost Basis totals.
Your Summary Info is reported on Form 8949. You will be asked to mail Form 8453 with a copy of your CSV file after you Efile.
You can do a summary of long term and then short term combinations (long term holding is more than one year, short term holding is one year or less). Make one entry for each. You can then send the worksheets or statement with Form 8949 after your return is accepted, attached to Form 8453.
- Sale date can be the last date a sale occurred or 12/31/2022
- Purchase date can be 'Various'
If you are e-filing your tax return, then mail your statements along with Form 8453 to:
Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX 73344-0254
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