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Investors & landlords
A) It is the subtotals on 8949 Line 2 that have to match the corresponding totals on Schedule D.
B) no basis reported? That's not the same as basis = zero due to rounding.
if no basis is reported, your broker statement will tell you to mark Box B or E.
The detail reporting exception is only for Box A or D with no adjustments. (Schedule D line 1a or 8a). For those, no mailing is needed.
NOTE: based on the forum, TurboTax doesn't handle this very well at all.
March 14, 2022
4:43 PM