turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Should I amend my tax because my form8949 is incomplete (doesn't include all detailed trades)?

I have imported my transactions with turbotax linked financial accounts (Robinhood and webull). there are many trades (around 200) and I lose patience going through all "needs review"s after going through the first 10ish detailed transactions. then I noticed that my form 8949 are just showing these first 10ish transactions and are incomplete. in this case, what do I do? thanks
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies

Should I amend my tax because my form8949 is incomplete (doesn't include all detailed trades)?

@xxjdsince21 

TurboTax has recently taken to hiding certain Box A transactions without adjustments, which is permitted but should be your choice.

If the subtotals on Schedule D match your consolidated 1099-B subtotals, then all is well and you can e-File it.

Should I amend my tax because my form8949 is incomplete (doesn't include all detailed trades)?

@xxjdsince21 

Always print a copy of your completed tax return for your records, and review it carefully before e-Filing.
You will need it if you are audited by the IRS, or to amend if a TurboTax update changes your return or for any other reason,


AND, to find your AGI next year.

Should I amend my tax because my form8949 is incomplete (doesn't include all detailed trades)?

thx for the quick response. The only problem is that I have some wash sales for short term covered lots and those seem to be skipped too…. So essentially they are not listed in detail on my form8949. In this case, so I amend?

Should I amend my tax because my form8949 is incomplete (doesn't include all detailed trades)?

If you already filed, and the totals on Schedule D are correct,

there's no reason to amend your tax return.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies