Investors & landlords

@Aleksandr 

 

IRS Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.

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As an active investor, be aware that your category Box A or Box D sales without adjustments do not require Form 8949, so there is no reason to import or key in those transactions.
Instead use the "enter a summary" option to put your numbers on Schedule D Line 1a or Line 8a.
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If you have wash sales, it gets more complicated since those adjusted transactions have to be itemized on Form 8949 and the summary totals adjusted accordingly.

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In your situation, that exception is not going to help much.

 

Again, I advise going with the other tax software that will let you attach your 1099-B PDF when you e-File.

You can even separate it into multiple PDF files if one PDF is too huge.