You can report just the summaries of each category (short-term, long-term, etc.) and then mail in the statement to the IRS after filing. Please follow these steps:
- Click on Federal > Wages & Income.
- In the Investment Income section click on the Start/Revisit box next to Stocks, Mutual Funds, Bonds, Other.
- If you have already entered some investment sales, you will see a screen Here's the investment sales info we have so far. Click on the Add More Sales link.
- Click the Yes box on the screen Did you get a 1099-B or a brokerage statement for these sales?
- On the screen, Choose your bank or brokerage, click on the box I'll type it myself.
- Enter the name of the bank or brokerage and click Continue.
- On the screen, Tell us about your [XX] 1099-B, mark the button I'll enter a summary for each sales category.
- Boxes will appear for you to enter the proceeds, basis, and category. After entering your information for this category, click the Done box.
- On the screen, Do you have another sale to enter from your Big Bucks Brokerage 1099-B? mark the appropriate button.
- If you marked Yes, a Sale #2 - Tell us about your [XX] 1099-B screen will appear to enter the information on another category.
- Continue entering summaries of the transactions for all the categories. When you are finished, on the screen Do you have another sale... mark the No box and click Continue.
- The next screen will be a summary of your entries: Here's all the sales reported by [XX]. You can Edit, Delete, or Add a transaction.
- For the instructions to mail in your statements, click on the instructions link underneath the table of transactions.
[Edited | 3/19/2020 | 11:45 am PDT]
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"