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Get your taxes done using TurboTax
At tax time, you have the option to summarize your transactions by Sales Category.
Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.
You should aggregate your capital transactions whenever possible.
That is the easiest way to file your tax return
Enter on PA Schedule D the aggregated totals from 1040 Schedule D Line 1a.
That is all that could be there if you use the aggregation option and the 8949 exception allowed by the IRS.
‎February 19, 2022
9:49 AM