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New Member
posted Apr 15, 2021 1:50:55 PM

I have two pages of 1099B data from Norgan Stanley, but no PDF.

Morgan Stanley state that they have already sent a listing of the purchases and etc, to the IRS in our name.

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1 Replies
Level 10
Apr 15, 2021 7:22:54 PM

If everything has been reported, you will not need to send a pdf.  It is only the unreported transactions that the IRS does not have.