Years ago, I lost money in a brokerage account that led me to actually owe money to the brokerage firm. I had agreed with the brokerage firm to pay the remainder in installments. (And I know capital losses do get exhausted certain amounts over time. My question isn't about that.) I am putting the tax return for that year in the mail to the IRS in order to record capital losses. Would it be appropriate or OK for me to mail the monthly brokerage statements and the installment agreement as supporting documents? Or do I have to send just the 1040, 1040sd, and 8949? (My IRS transcript doesn't have it, so I don't think the IRS would have a record of the losses, so I think if I don't submit this support, the IRS won't have it.)

    Would it be appropriate for me to mail a copy of the brokerage monthly statements and installment agreement?
    byu/Diligent-Aspect-7598 intax



    Posted by Diligent-Aspect-7598

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