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Strategies & Market Trends : Income Taxes and Record Keeping ( tax ) -- Ignore unavailable to you. Want to Upgrade?

To: Affinity4Investing who wrote (5786)	3/18/2024 3:59:38 PM
From: Patricia Meaney	Read Replies (1) \| Respond to of 5810

Wow, there you go! Thanks! So I guess this is a thing now. I have a very large 1099 so I don't import it - I just send them the totals (including wash sale amounts). Well it wasn't too much of a big deal except I had to figure out how to send a pic and convert it to a pdf file which I know how to do now! Yay! lol I always thought that the irs got all this info from the brokers. If they do why do they need a summary statement? Unless they are only providing the irs with proceeds and costs.