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Get your taxes done using TurboTax
there are specific lines on the schedule D that must be used for covered summary transaction entry when there are no adjustments so that the details do not have to be submitted to the iRS
short-term 1a, long-term 8a.
other lines first flow to 8949 then Schedule D and require details to be sent to the iRS
don't know what version of TurboTax you are using, but all desktop versions support this
you must use the 1099-B worksheet, not the capital asset sale worksheet
in search box type "1099-B" no quotes
a name must be entered. it can be xxx if you want.
the acct number and reporter ID are not needed.
‎April 6, 2025
7:47 PM