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summary page from the broker for the sale of stock (short and long term) - attached to return?

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Level 2
last updated ‎June 07, 2020 8:42 AM

I am using 2019 Proseries Basic.

I am using the summary page from the broker for the sale of stock (short and long term) - basis reported to IRS, etc. for inputting the summary sales  in tax return versus doing 25 indivual sale transactions.

Do I have to attach the summary stock page to the return?   Is it mandatory IRS requirement?

If so, can you give me instructions?

Thanks,

John

 

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Highlighted
Level 14
last updated ‎June 07, 2020 8:42 AM

 For covered transactions with no adjustments nothing needs to be attached.


ex-AllStar
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Level 15
last updated ‎June 07, 2020 8:42 AM