Yardley CPA Posted April 9, 2015 Report Posted April 9, 2015 Are there any options if the T/P has over 100 Box E stock sales and the brokerage firm does not have any type of electronic or excel formatted summary? Can you scan a copy of the statement and attach it to the return or must each sale be input on 8949 (all different stocks and sale dates.) Thank you! Quote
NECPA in NEBRASKA Posted April 9, 2015 Report Posted April 9, 2015 I scan it and attach the PDF to the efile as long as the information is reported in the correct order. Check to see if you have to make any adjustments. I enter the numbers and use the brokerage name for the description. 2 Quote
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