Correct, you do not need to mail Form 8949 to the IRS. To follow-up on the comments from @HopeS and @ThomasM125, sometimes taxpayers will prefer to report their transactions in summary fashion on Schedule D without also completing Form 8949. Reporting in summary fashion on Schedule D without also completing and filing Form 8949 is acceptable provided certain conditions are satisfied. Those conditions are as follows:
- You received a Form 1099-B (or substitute statement) that shows basis was reported to the IRS and doesn't show any adjustments in box 1f or 1g;
- The Ordinary box in box 2 isn’t checked;
- You don't need to make any adjustments to the basis or type of gain (or loss) reported on Form 1099-B (or substitute statement), or to your gain (or loss); and
- You aren’t electing to defer income due to an investment in a QOF and aren’t terminating deferral from an investment in a QOF.
However, in your tax situation, you did complete and e-file Form 8949 with your return. Thus, you do not need to separately mail Form 8949 to the IRS.
@jbhkt7
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