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Form 8949 - When is it needed?
In past years I have entered my 1099-B Summary #'s into TT's "1099-B Worksheet" which then created a Schedule D. TT did not create a 8949. This is consistent with IRS Pub 550, p. 64, which states that if you only have Box A and Box D #'s, you do not need an 8949 and but can enter your summary #'s directly into Schedule D.
This year, TT did something strange As in past years, it didn't create a 8949, but it DID create a Form 8453. (This form is used by people who e-file but still have to mail some type of paper attachment.) In my case it said I needed to submit a paper 8949 because I had elected NOT to include an 8949 in my return!
So, what's going on? If TT concluded (correctly as I see it) that I didn't need an 8949, why is it asking me to mail one? Makes no sense.
Looking forward to an answer from one of your experts.