1099-B Worksheet

[ColleyCPA]

On the 1099-B Worksheet, just below the place where you enter the brokerage house information, etc, there is a section called "Form 8949 Reporting Exceptions Transactions". There you can enter both ST & LT totals from what I assume is from a brokerage 1099 statement. If you do that, and the totals match the 1099 statement, do you still need to attach a pdf file?

[IntuitCharlene · Accepted solution]

If you enter in the summary you would still want to include the summary for the IRS. Details on entering the stock summary can be found here: 

https://proconnect.intuit.com/community/form-1040/help/how-do-i-attach-a-stock-summary-to-the-schedu...