fesemagu
Level 3

My client just sent me his 1099-B for stock trading that have about 500 pages. Can I just use the summary page to prepare his tax return? 

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Just-Lisa-Now-
Level 15
Level 15
Absolutely!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BobKamman
Level 15

How many transactions are not "covered" with totals for Box A or Box D?

fesemagu
Level 3

Problem solved 

Thanks 

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poolcleaner
Level 9

Or how many have wash sales?

sjrcpa
Level 15

For how many years has the rule been you don't have to attach anything or list the details for covered transaction?

I'm guessing 5 or more.


Ex-AllStar
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BobKamman
Level 15

Time flies when you're having fun.  The reporting of combined proceeds with basis, by brokers, goes back to the 2013 Schedule D.  But back then, there were still a lot of pre-2011 assets being sold.