- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
"Does the IRS basically say you need to file all the same data as is filed from example: “Schwab” on their 1099-B i.e. every transaction and the Totals ?"
Basically , No.
The requirement is relaxed by the :
Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.
There is no exception for the other Box Categories.
April 7, 2023
11:51 AM