If you don't display all of the transactions, you may miss some details. One issue is missing or incorrect basis. If you don't post it you may not recognize it. However, you do have the option to post only the summary. You will have to send the IRS the details of all transactions. How to Attach PDF of 1099-B Wages and Income Scroll to Investments & Savings Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) [Start or Revisit] If you already have an entry, select the appropriate broker or add another account. Get ready to be impressed - Continue. Click Enter a different way. Stocks, Bonds, Mutual Funds - Continue Enter Broker - Continue Tell us about the sales on your [Broker] 1099‑B Do these sales include any employee stock? - No Do you have more than three sales on your 1099‑B? - Yes (4+) Do these sales include any other types of investments? - No Did you buy every investment listed on your 1099‑B? - Yes Continue Choose Sales Section tools - Continue Look for your sales on your 1099‑B - Continue Post your sales This will close the record Continue to screen Now we'll help you upload your 1099-B since the IRS requires a copy Browse and select your document Document will show in TurboTax - Continue This completes the process When you upload your document, your filing instructions will not show that anything needs to be mailed in, and no Form 8453 will be generated.

Question

TT is asking me to upload my 1099-B. Should I upload the entire "Consolidated Forms" package or create a PDF that includes just the 1099-B summary/details?

Forum|Forum|3 years ago
January 29, 2023
1 reply
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TurboTax Premier Online

JohnB5677

If you don't display all of the transactions, you may miss some details. One issue is missing or incorrect basis. If you don't post it you may not recognize it.

However, you do have the option to post only the summary. You will have to send the IRS the details of all transactions.

How to Attach PDF of 1099-B

Wages and Income
Scroll to Investments & Savings
Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) [Start or Revisit]
If you already have an entry, select the appropriate broker or add another account.
Get ready to be impressed - Continue.
Click Enter a different way.
Stocks, Bonds, Mutual Funds - Continue
Enter Broker - Continue
Tell us about the sales on your [Broker] 1099‑B
1. Do these sales include any employee stock? - No
2. Do you have more than three sales on your 1099‑B? - Yes (4+)
3. Do these sales include any other types of investments? - No
4. Did you buy every investment listed on your 1099‑B? - Yes
5. Continue
Choose Sales Section tools - Continue
Look for your sales on your 1099‑B - Continue
Post your sales
This will close the record
Continue to screen Now we'll help you upload your 1099-B since the IRS requires a copy
Browse and select your document
Document will show in TurboTax - Continue
This completes the process
When you upload your document, your filing instructions will not show that anything needs to be mailed in, and no Form 8453 will be generated.

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fanfare

Employee

If you can create a PDF you only have to attach the SELL transaction details that are not already detailed on your tax return.

@lovelyday

fanfare

Employee

Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.

@lovelyday