dhar5861
Returning Member

8949 missing items present in worksheets

Reviewing my taxes in the desktop version of TurboTax Premier 2020, lots of stock and options trades present in the 1099-B worksheets are missing from the 8949 forms. For example, looking at a worksheet, out of two options for the same stock that differ only in the strikes and buy/sell dates, both are present in the worksheet, but only one gets reported on 8949, the one for a loss, while the other side of the spread that generated the 2x profit is missing. On the bright side, when I go to Schedule D and look at lines 1a and 1b, the totals do add up correctly. What is the problem? This appears to be a commonly reported issue with no resolution from Intuit.