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.