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.