Is the detailed statement required to be attached as a PDF? Even if reported by the brokerage to the IRS?
I am an oldster who has never learned to attach PDF statements. I have efiled the totals under short, long, covered without a PDF attachment. I've detailed only uncovered trades in Form 8949. Is this incorrect?
Are these the steps to create a PDF file?
Go to Efile
Click on Attach PDF files
Then add attachment
Then select as description Form 8949
The PDF file will then be transmitted with return
What about the Form 8453?
Do you send it after efile acceptance?
Greta - the cops haven’t dumped you in the slammer yet so I think you are safe doing what you are doing. The 1099B says “reported to the IRS” so why do you need to report the detail again?
Pot Stirrer Gold Medalist - Rio de Janeiro Games