" 8949's [ See Attached} from the printed docs packet "
Such forms indicate that details are not listed on that specific form
you supply the details on some other form 8949 or other document.
It is not necessary to again supply the Form stating "See attached" unless you find that it helps clarify which attachment goes with which form.
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What is the Box Category you are reporting? see exception below.
If you are not excused by the detail reporting exception,
IRS requires details of your SELL transactions to be supplied on some Form 8949,
or on your other forms (e.g. consolidated 1099-B or spreadsheet) which have the same information and in the same manner as Form 8949.
This is so, even when the broker has sent details to the IRS already.
the ideal way to include transaction details is via e-File.
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Either way, if you choose to summarize some or all transactions, you have to a) include the details with your mailed tax return,
or b) mail the transaction details to the IRS within three business days of IRS accepting your e-Filed tax return. (unless you have attached a PDF of the transactions details to your e-Filed return. TurboTax Online will ask for it).
Since 1040-X becomes your new tax return, when mailed, a) is satisfied by including the details with 1040-X
.
Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.
The exception does not include wash sales, since they have an adjustment.
@rwom1217
