taxxman02
Level 3
04-10-2021
04:16 PM
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Client received a 1099-B 42 pages doubled sided, there are approximately 100 trades and 50 stocks with dividends. I plan on summarizing the stock trades and attaching a pdf file, my questions is can I do the same for the dividends. Just put the total of all dividend info on int/div worksheet with a statement saying "SEE ATTACHED 1099-B for details." All advice is welcome. In the past have always written out the dividends in Sch B, no time this year.