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>>Or, in the alternative, you could look again. I checked again, and you're right. Interactive Brokers is the only platform I still infrequently use but it doe
by otoburb 9y ago
>>Or, in the alternative, you could look again.
I checked again, and you're right. Interactive Brokers is the only platform I still infrequently use but it does have a list of pre-filled tax forms available for download. Worksheet 8949 is also pre-filled, but this is probably where one would need to submit a revised version if previous cost-basis amounts need to be adjusted as in the specific edge cases we're talking about above.
Coinbase seems to have sent 1099-K documents to eligible customers which isn't as detailed as 1099-Bs since I believe the Ks only report gross transaction volumes over $20K[1].
[1] https://www.irs.gov/businesses/understanding-your-1099-k https://www.irs.gov/businesses/understanding-your-1099-k
- sbierwagen 9y agoFirst result for "schwab 1099-B": https://www.schwab.com/public/schwab/investing/retirement_and_planning/taxes/resources/where-are-my-tax-forms https://www.schwab.com/public/schwab/investing/retirement_an...
- jmalicki 9y agoYour memory may be due to this information being new as of 2011 for most brokers. https://www.irs.gov/businesses/small-businesses-self-employed/cost-basis-reporting-faqs https://www.irs.gov/businesses/small-businesses-self-employe...