Skip to main content
Level 5
March 15, 2025
Solved

1099-B

  • March 15, 2025
  • 3 replies
  • 17 views

When there are many pages of transactions on a 1099-B, do you have to list all of them individually?

This topic has been closed for replies.
Best answer by sjrcpa

If you would read the Schedule D/8949 instructions, you would earn that the detail for covered transactions does not need to be entered or attached.

Reading is Fundamental.

3 replies

Level 3
March 15, 2025

Scan all the pages and attach as a PDF file. Use M code on the Sch D worksheet. In description say "see attached"

Jim-from-Ohio
Intuit Community Champion
March 15, 2025

I stopped scanning and attaching about seven years ago.. been reporting totals only, by category..never got one peep about it from the IRS

Shirley79Author
Level 5
March 15, 2025

Thank you.  

sjrcpa
sjrcpaAnswer
Level 15
March 15, 2025

If you would read the Schedule D/8949 instructions, you would earn that the detail for covered transactions does not need to be entered or attached.

Reading is Fundamental.

The more I know the more I don’t know.
Shirley79Author
Level 5
March 15, 2025

Thank you.

Accountant-Man
Level 13
March 15, 2025

A long, long time ago, when I could remember,

I used to enter each page separately. Then I started attaching PDFs. Now I just enter total ST-A, LT-D, etc.

** I'm still a champion... of the world! Even without The Lounge.
Shirley79Author
Level 5
March 15, 2025

Tahnk you.

Accountant-Man
Level 13
March 16, 2025

You're weclome.

** I'm still a champion... of the world! Even without The Lounge.