[whitepoplar]

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.

[SlavikCA]

I 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.

[agrajag]

You can attach pdfs of brokerage transactions to your e-filed return (and FreeTaxUSA prompts you to do so in the filing section)

[quickthrowman]

IIRC, 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]

You essentially only have to mail physical copies of your transaction histories if you had wash sales. (I'm not your lawyer tho)