Form 1099-B: Proceeds From Broker and Barter Exchange Transactions
Brokers report sales of stocks, bonds, funds and other securities on Form 1099-B, including proceeds, cost basis and whether gains are short- or long-term. You use it to complete Form 8949 and Schedule D.
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Instructions for filling out Form 1099-B: Proceeds From Broker and Barter Exchange Transactions
This template is used for official filing and documentation. Below are detailed instructions for completing, requirement details, and submission rules.
Who needs to fill out this document?
This form is designed for use by legal entities, individuals, or authorized representatives in the following cases:
- Investors who sold stocks, ETFs, bonds or mutual funds.
- Brokers and barter exchanges issuing year-end forms.
- Tax preparers reporting capital gains.
What you will need before starting
Before filling out the interactive form, prepare the following details and documents:
Step-by-step filling process
- Enter payer and recipient: Broker and account holder details.
- Report each sale: Description, dates, proceeds and basis.
- Mark gain type and basis reporting: Short- or long-term; covered or noncovered securities.
- Furnish and file: Recipient statements are generally due February 15.
Frequently Asked Questions (FAQ)
Why is my cost basis missing?
Basis isn't required for some older or transferred (noncovered) securities; use your own records.
Where do I report these sales?
On Form 8949 and Schedule D, or directly on Schedule D if basis was reported and no adjustments are needed.
Can I file Copy A printed from this PDF?
No. Copy A sent to the IRS (or SSA) must be the official red-ink scannable version or filed electronically. Printable copies are fine for recipients and your records. Businesses filing 10 or more information returns in a year must e-file.
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