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Question

Download from Financial Institution

Forum|Forum|1 year ago
March 24, 2025
1 reply
0 views

Tried to download Form 1099-B, the Interest and Dividends download but not the Gain/Loss transactions. Has anybody else have this happen, solution?

A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.

You can always use direct entry if you choose, with summary totals. The only exception if wash sales, which must be entered separately, if you have any.

Where do I enter Form 1099-B? (Ignore import)
How do I mail Form 8453? (review if alerted)

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