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Investors & landlords
@mtfarley1 , if you are talking about " no need to report on form 8949" for all transactions marked with Box D checked, yes you are right per the instructions on form 8949:
Part II
Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see
instructions). For short-term transactions, see page 1.
Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported
to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line
8a; you aren’t required to report these transactions on Form 8949 (see instructions).
So you are saying that you are following these instructions and reporting the totals only from 1099-B to schedule-D directly but you get a note from TurboTax asking for attachment -- is that it?
perhaps you should ignore this ; in the meantime I will try and duplicate the issue on my copy of Home and Business 2021, windows version. If I can duplicate the error, I will bring it forward your message to our leads/ admin for further action.
pk