Dave Kropp
Level 3
03-06-2021
09:35 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I just enter the totals for each type - basis reported/not reported and short or long term. So potentially up to 4 lines items for each brokerage statement. I do about 50 of these a year. I've never attached the 1099B and have never received an IRS notice. I've done it this way for at least 5 years.