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The only thing keeping me from using FreeTaxUSA is its inability to import brokerage transactions/1099-Bs. As far as I'm aware, if you input 1099-B summaries (a
by whitepoplar 3y ago
The only thing keeping me from using FreeTaxUSA is its inability to import brokerage transactions/1099-Bs. As far as I'm aware, if you input 1099-B summaries (as opposed to individual transactions), you have to mail physical copies of all 1099s to the IRS.
- agrajag 3y agoYou can attach pdfs of brokerage transactions to your e-filed return (and FreeTaxUSA prompts you to do so in the filing section)
- deleted 3y ago[deleted]
- SlavikCA 3y agoI just completed my filing with FreeTaxUSA yesterday. Which included 1099-B, because I got RSUs and sold them. I manually entered the info about stock sale. And the end, the webapp told me, that IRS requires the copy of 1099-B, so I need to upload it. I uploaded PDF, which I got from Fidelity. That's it.
- quickthrowman 3y agoIIRC, you can now attach electronic copies of your brokerage statements to your return instead of mailing it to the IRS. I believe it changed for the 2022 tax year, I did have to mail in my complete 1099-B with transaction history in 2021 and before.
- mminer237 3y agoYou essentially only have to mail physical copies of your transaction histories if you had wash sales. (I'm not your lawyer tho)