"Report on Form 8949, Part II, with BOX E checked."

The broker's statement on page 13/30 -- they state the figures are NOT reported to the IRS, but "Report on Form 8949, Part II, with BOX E checked."

I am unable to find Part II on form 8949 in Turbo Tax. Is that a Turbo Tax issue or am I missing something?

Thanks

538

Expert Alumni

Mar 11, 2025 2:13:41 PM

Has the broker's statement been imported from the financial institution into TurboTax?

IRS form 8949 Sales and Other Dispositions of Capital Assets is a two page form. Part II is found on page 2 and reports long-term transactions.

Have the transactions on page 13/30 not been entered?

Have the transactions been reported as short-term (Part I) and not long-term (Part II)?

Have the transactions been reported as basis was reported to the IRS? If this is the case, IRS form 8949 states:

You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren’t required to report these transactions on Form 8949.

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"Report on Form 8949, Part II, with BOX E checked."