Investors & landlords

TurboTax recently changed its rules for Form 8949.

Even if you enter a detail for a covered transaction, TurboTax may suppress it.

It should not, but it's not clear you can do anything about that.

As long as your Schedule D totals agree with your consolidated 1099-B totals,

that's all that is required.

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IRS requires details of all sell transactions, EXCEPT  for Category A or D without adjustments.

 

If you did not get a 1099-B your category is C or F

There is no exception for these categories.

 

If you summarized a broker 1099-B that is entirely Box A or D without adjustments, you don't mail that statement in to the IRS.

For anything else you summarized, you mail the details.