@HeatherB123
IRS requires details of your SELL transactions to be listed on a Form 8949,
or on your other forms (e.g. consolidated 1099-B) which have the same information and in the same manner as Form 8949.
At tax time, you will summarize your transactions by Sales Category.
Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.
