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Do I need form 8949 part 1(s)? IRS Notice CP2057- need to amend 2020.

The finished tax return did not include any 8949 part 1 opportunities in the interview
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5 Replies

Do I need form 8949 part 1(s)? IRS Notice CP2057- need to amend 2020.

Did you get form 1099-B?

Do I need form 8949 part 1(s)? IRS Notice CP2057- need to amend 2020.

https://www.irs.gov/individuals/understanding-your-cp2057-notice

 

ALL stock sales in the program are entered in the same investment section in the program ... not sure how you could have missed entering the short term covered sales.  If the IRS has made the correction and they are right there is nothing you need to do but agree to the changes. 

Do I need form 8949 part 1(s)? IRS Notice CP2057- need to amend 2020.

 IRS says:

CP2057 -- What this notice is about

You need to file an amended return. We've received information not reported on your tax return. 

Do I need form 8949 part 1(s)? IRS Notice CP2057- need to amend 2020.

Yes; the  consolidated 1099-b has the instructions to 8949 part 1 with box A checked.

Do I need form 8949 part 1(s)? IRS Notice CP2057- need to amend 2020.

My point exactly- no place to put short term stuff.  Until you get that box 'A' checked, the short term portion of schedule D is blank

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