The ''no adjustments'' caveat only applies to summaries of transactions in Box A and/or D (basis reported to the IRS). If you have any transactions summarized for Box B, C, E, or F, you have to send in the details whether or not you have an adjustments for those transactions.
If you're e-filing, you only need to mail copies of your 8949 along with Form 8453 if:
- You entered a summary for one or more sales categories (instead of each individual sale); AND
- The sales category for one or more summaries is something other than Box A (short-term covered) or Box D (long-term covered); or
- The Box A and/or Box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement).
Otherwise, if you entered each individual sale, or you entered summaries for Boxes A and/or D with no adjustments, don't mail in your 8949.
@isaac9 @EPX
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