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.

 

@pucksfriend