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One of the 1099-B forms contains about 200 trading transactions and dividend/interest reporting items. It is tedious to manually enter each of these items separately.
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and attach the PDF?
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and attach the PDF?
Attaching a PDF of covered transaction is not necessary.
( Generic Comment )"
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"Attaching a PDF of covered transaction is not necessary." - I believe you have to attach a PDF if you use summarized result even if they are covered. Agree? I responded to the answer suggesting to use the summarized numbers.
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" Agree? "
No, that the main point of "covered" transactions. The IRS already has the details, especially basis.
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It sucks that the IRS doesn't provide instructions about how to handle this common situation, so you have to ask random people on the Internet.
https://www.irs.gov/instructions/i1040sd#en_US_2022_publink1000308708
"If you choose to report these transactions on lines 1a and 8a, don't report them on Form 8949. You don't need to attach a statement to explain the entries on lines 1a and 8a and, if you e-file your return, you don't need to file Form 8453."