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@Jamimo 

 

Here's the real scoop.

 

IRS says:

Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.

 

Based on what you said, since you did not mention adjustments,

you are done.

 

Note: there is no exception for transactions with adjustments, or for the other Sales Category Boxes.

 

Details are only mailed if your e-Filed forms show summary totals for that box category.

 

Does your 8949 that says "See attached summary" show adjustments in column(g) ?

If not, Turbotax is giving you the mailing notice improperly. This has been known to happen.

Note: it is possible to end up with adjustments on mutual funds, if you sell in late December after a reinvested dividend happens.

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If you have wash sales, it gets more complicated since those adjusted transactions have to be itemized on Form 8949 and the summary totals adjusted accordingly.

Enter the wash sales on Form 8949, then use the subtotal results on the bottom of that form (Line 2) to know how much to subtract. Be sure to NOT check the adjustments box in the summary window.

Details are not mailed if you supplied the details on the e-Filed Form 8949.