taxes
Level 3

Not sure if you can answer this or maybe someone from Intuit can respond:

We have a client with two 1099-B's from two different investment companies (all LT covered tx with no adj). Can we simply add the Proceeds and Cost Basis from the two forms and enter the Total on 'Form 1099-B Worksheet' in the Box titled 'Form 8949 Reporting Exception Transactions'? Or can that simple method only be used if there is only ONE Form 1099-B from ONE investment company?

0 Cheers