DS3182
Level 2

I do a line for each brokerage account and character of the transaction. For example:

Schwab - 2099 Long Term Covered

Schwab - 2099 Long Term Noncovered

Schwab - 2099 Short Term

 

I don't attach anything. The IRS already gets the data from the 1099s and I just feel that the pdf attachment provides nothing that they don't already have.