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Solved

Should I submit only summary total for 1099-B with disqualified ESPP transactions?

Forum|Forum|1 year ago
March 3, 2025
1 reply
0 views

My 1099-B has some disqualified ESPP transactions (marked as covered securities), and 100+ regular company stock sale transactions (marked as non-covered securities).

Instead of listing out individual transactions one by one, is it fine for me to provide a summary total of the 1099-B (one for covered securities, and another for non-covered securities)?

My W-2 does have the ESPP ordinary income recorded, and I do attach the 1099-B PDF for tax return e-filing.

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Best answer by ThomasM125

Yes, you can do the summary entry if you attach a copy of the Form 1099-B form showing the detail of investment sales.

ThomasM125Answer

Yes, you can do the summary entry if you attach a copy of the Form 1099-B form showing the detail of investment sales.

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