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Investors & landlords
the rule (explained in IRS instructions) is :
a) covered transactions without adjustments do not require Form 8949.
b) covered transactions with adjustments (i.e. wash sales) must be detailed on 8949 or your other forms in the manner of 8949.
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If you summarize a) no mailing is necessary
If you summarize b) either attach (*) or mail in the details .
(*) some users report TurboTax may prompt you to attach a PDF file of details.
Box A and Box D are your covered transactions.
a) is the only Exception to the IRS requirement to list in detail every closing transaction you make during the year.
March 24, 2021
2:42 PM