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Get your taxes done using TurboTax
I appreciate the replies.
My initial post may not have been clear. I understand that in my situation, a detailed Form 8949 is required for the short term gains. I plan to submit that via mail (along with Form 8453) if I e-file. But what's confusing is that if I e-file, I will be sending the IRS what appears to be an incomplete 8949, even if, given Exception 1 in the instructions, it is technically complete. After all, it contains only the information regarding the transactions involving the short term gain. But if the IRS is requiring an 8949 only for my short term transactions, I get it.
But my other concern is that the description of the property for my short term sales says, "[Broker name] - see attached statement." There is and will be no attached statement. I know that some users include the required detailed information regarding their trades on the 8949 when they e-file. But I am mailing the 8949 (using a report I am generating using my trade tracking software - which is more accurate than the 1099-B). When users are mailing their 8949, TT should allow them to indicate that and then show that on the 8949. For example, the description of the property could say, "XXX Brokerage - statement to be mailed separately." I don't know if that matters to the IRS, but it would certainly be clearer for the taxpayer.