DS3182
Level 2
05-12-2021
06:22 PM
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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.