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Investors & landlords
Detail Reporting Exception alluded to above is as follows: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.
There is no exception for any other categories on Form 8949.
If you import transactions details they will be (or, should be) sent with your tax return.
Note: in prior versions TurboTax had started to hide certain imported transactions (not entirely consistent with the exception) using a rule that was undocumented and possibly contrary to your intent.
It remains to be seen what the new version of TurboTax will do.
‎January 1, 2023
11:30 AM
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