1099-B inputs aren't showing on downloaded tax return PDF

[evt14]

I received a CP2501 from the IRS showing differences between my reported 1099-B numbers and what they received from my brokers. The IRS sees values that I reported, but disagrees. However, when I look at my downloaded 2024 tax return on PDF, I don't see these numbers. It almost looks like there was a truncation error in Form 8949.

Is there another document to download? An addendum or something else Turbotax is supposed to attache? How can I see these line items to check against the IRS?

[fanfare]

schedule D show subtotals for each Box Category on your consolidated 1099-B.

The subtotals should match.

Before submitting your tax return make sure your subtotals match, particularly Proceeds.

If you made adjustment to the gain/loss on Category B or E, that is usually accepted when the Proceeds match.

@evt14 

[evt14]

Thank you @fanfare .

For one 1099-B, It looks like either I didn't input some values, or Turbotax didn't save them...

For the other 1099-B, the IRS "sees" $100K+ of line-item returns, but when I look in the gov worksheets and the 1040, I don't see the line items. -- I'm not sure why.  

[fanfare]

TurboTax will suppress line items in category A or D when there are no adjustments.

This is the Detail Reporting Exception allowed by IRS.

@evt14 

[evt14]

I see. And I guess I can't see that even w/ the government worksheets downloaded as well as the 1040? 

Makes it hard to figure out what was done, but something to remember for the future.

Appreciate the help @fanfare !

[fanfare]

"when I look in the gov worksheets"

not sure what this means.

TurboTax keeps transaction details in 1099-B worksheets.

IRS allows you to decline the detail reporting exception and  list everything,

But last I saw on this forum, TurboTax doesn't give you that option.

You should find the details in TurboTax unless you entered a summary, 

Not sure how TurboTax handles this situation.

See other related posts on this forum regarding inexplicable TurboTax behavior.

@evt14