MarilynG1
Expert Alumni

Get your taxes done using TurboTax

If you entered Sales Section Totals, you MAY need to mail Form 8949, but not always.  If: 

 

  • The sales category for one or more summaries is something other than box A (short-term covered) or box D (long-term covered), or
  • The box A or box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement)

Here's more info on Mailing Form 8949 for Summary Totals.

 

A pop-up would be handy, though.

 

@ecbrown1967 

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