Investors & landlords

Thank you @fanfare for the details.

 

Correct me if I understand correctly from your previous response

  1. Summarize view is Form 8949 
  2. If 1099-B has only Box A or Box D, then there is no need to report Form 8949
  3. If 1099-B has a mix of Box A and Box B (cost basis not reported to IRS) - in this case, one needs to report all transactions (for both Box A and B) on Form 8949.

If I'm correct on #3, then the only way we can report Box A transactions is by choosing investment type as "Option" and selecting "Sold" (even though it is expired). The reason we cannot choose "Expired" because Turbotax removes the gains received from Option sell when select Expired. To let the IRS know, I appended the description with (Option Expired)

 

Let me know if this is reasonable approach