Investors & landlords

A couple of years ago, TurboTax changed the processing of Form 8949 in an undocumented way.

TurboTax takes advantage of the Detail Reporting Exception  and suppresses some Box A,D line item details.

 

Based on prior forum complaints about this, it's not clear exactly what rule it is using, and there is no way to force TurboTax to list all transaction details on Form 8949, as allowed by IRS. (unless this has been fixed in the 2024 program)

 

@Klondiker