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After you file
For Box A and Box D, only wash sales have to be detailed on Form 8949 or equivalent.
Do not mail 400 pages of details to the IRS that are circumvented by the:
Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.
March 16, 2023
5:09 AM