JamesG1
Expert Alumni

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Are the Fidelity entries posted on the IRS Schedule D Capital Gains and Losses?

 

The entries may be eligible to be reported only on Schedule D and not on form 8949.

 

There is a NOTE on IRS form 8949 Sales and Other Dispositions of Capital Assets that refers to Box A under Part I and Box D under Part II.

 

Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 1a; you aren’t required to report these transactions on Form 8949 (see instructions).

 

@Mister _TT 

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