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March 19, 2025
Question

What on 1099B could require it to be sent to the Irs

  • March 19, 2025
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    March 19, 2025

    You do not need to send the physical copy of the 1099-B to the IRS, as these forms are also being sent directly from the brokerage or financial institution. However, in cases of discrepancies (ex: information you entered does not match with what is on the IRS system) or in cases where the financial institution didn't send the information on time, the IRS might send you a letter requesting a hard copy of this form.