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Investors & landlords
Thanks for the reply. I do have a summary page in my Charles Schwab 1099B. It is a 1 page document that summarizes both short and long term gain/losses with some codes (see below). So I do have an adjustment code on 3 out of 4 reports on form 8949.
Reported on form 8949
1.Short Term gain basis reported to IRS (Box A Checked) with sale adjustment code (MW)
2.Short term gain (Box B checked) basis not report to IRS with sale adjustment code (M)
3. Long term gain/loss (Box D checked) basis was reported to IRS with sale adjustment code (MW)
4. Long term gain/loss (Box F checked) with sale adjustment code (MW)
Can I simply mail in the Summary page which is the detail I supplied in TurboTax to create form 8949?
I hope I explained this correctly.
March 27, 2023
3:27 PM