Can I summarize all my stock sales or must I list each stock individually? (2024)

Relying to-Depending on the type of transactions, you may need to mail in Form 8949 with copies of your 1099-Bs after Efiling.

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I had to summarize my stock transactions this year using Form 8949. My 1099 showed 4groupings.

1.Total short term realized gain/loss transactions showing cost basis was reported to the IRS with Box A checked.

2. Total short term realized gain/loss transactions but cost basis was not reported to the IRS with Box B checked.

3.Total long term realized gain/loss transactions and cost basis is reported to the IRS with Box D checked.

4. Total long term realized gain/loss transactions and cost basis was not reported to the IRS with Box F checked.

You mentioned I need to mail in copies of my 1099B to the IRS after Efiling. My 1099 is almost 600 pages long. Does the IRS really want me to print out the 600 pages of detailed transactions and mail them in?

‎March 27, 20232:03 PM

Can I summarize all my stock sales or must I list each stock individually? (2024)
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