Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Box A and Box D tranasactions?

jnd2546
Level 4

Does a .pdf brokerage statement still have to be sent to IRS for Box A and Box D ( both rep basis reported to IRS) transactions or is the summary entry sufficient of the 1099 B worksheet?

Thanks!

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

2 Comments 2
dd4vols
Level 10
Level 10

NOPE!   don't have to send anything. just fill in the info re: brokerage firm, acct #, etc

and hopefully we are about thru with transactions that the brokers don't have the basis for...

If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.
0 Cheers
jnd2546
Level 4

Thank you!

I thought that was the answer but when I saw the last intuit "alert" about the 5 methods of entering transactions, it didn't really address "A" and "D"'s  specifically .  Still seemed to imply .pdf attachments would always be attached if not individually entered.

0 Cheers