Investors & landlords

are they flowing to form 8949 and then schedule D line 8b or are they appearing on schedule D line 8a

if line 8a - no details are required because all the required info is present. holding period, sales price, and tax basis. the fact they are RSU or ESPP's makes no difference.

 

on the other hand if line 8b - details of each trade is supposed to be supplied. a trade is different if it's a different security or the same security but the acquisition or sales date are different. also if there are manual adjustments that affect the gain or loss.