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Do I need to include form 8949?
I made 20 short term covered trades in 2020 (mix of stocks and options). I have my 1099-B from my broker. I initially imported the 1099-B into TurboTax, but due to the rounding issue this year where it seems like TurboTax is rounding each transaction, as opposed to just rounding the aggregate, the numbers were off. I ended up deciding to include the summary of my proceeds/cost basis instead of including each transaction.
Since I am simply including the summary, do I need to also include Form 8949 with my return?
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March 9, 2021
11:20 PM