@GGBJr
When IRS says Form 8949 is not required, no mailing is necessary either.
In this case, it makes no difference whether your broker is listed as a Financial Partner or not.
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the rule (explained in IRS instructions) is :
a) covered transactions without adjustments do not require Form 8949.
b) covered transactions with adjustments (i.e. wash sales) must be detailed on some 8949 or your other forms with the same information and presented in the manner of 8949.
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If you summarize a) no mailing is necessary. No attachment is necessary.
If you summarize b) or summarize other categories either attach (*) or mail in the details .
Category Box A and Box D are your covered transactions.
a) is the only Exception to the IRS requirement to list in detail every closing transaction you make during the year.
(*) TurboTax Online may prompt you to attach a PDF file of details, but at this time CD/download won't. Go figure.
