Attach 1099B to 8949?

Discussion in 'Taxes and Accounting' started by dividend, Mar 30, 2015.

  1. Hello,

    Does the IRS approve of attaching the broker 1099B to the Form 8949?
    (Versus individually typing out each transaction on the 8949? -- presuming the 1099B is correct)

    How can this attachment method work online (FreeFileFillableForms.com); can I attach the 1099B as a .PDF?


    Thanks
     
  2. Big AAPL

    Big AAPL

  3. My question actually originates from reading Exception 2

    Instead of reporting each of your transactions on a separate row of Part I or Part II, you can report them on an attached statement
    I'm interpreting "attached statement" to mean that attaching a 1099B is allowed.

    If so, anyone know how to e-file via Exception 2?
     
  4. Big AAPL

    Big AAPL

    Gotcha. Sorry, I misinterpreted your question.
     
  5. Yes, only in the rare case you have no cost-basis adjustments including wash sale adjustments.
     
  6. Thank you