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Get your taxes done using TurboTax
From IRS:
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.
A couple of years ago, TurboTax changed the processing of Form 8949 in an undocumented way.
TurboTax takes advantage of this rule and suppresses some line item details.
Based on prior forum complaints about this. it's not clear exactly what rule it is using, and there is no way to force TurboTax to list all transaction details on Form 8949, as allowed by IRS.
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Check your subtotals for Box Categories on Schedule D, If the amounts agree with your broker's consolidated 1099-B your return is correct and you can e-File it.
‎January 5, 2024
7:51 PM