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Investors & landlords
If you are summarizing the transactions of a particular account you can enter a name for that account.
that will give you a separate Form 8949 for that account. You will be making the Mail-in-details election
Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.
March 16, 2025
6:44 PM