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Investors & landlords
It sounds like you are not required to fill out and file Form 8949.
If you're e-filing, you only need Form 8949 (along with Form 8453) if you entered sales section totals for one or more sales categories (instead of each individual sale) and one of the following is true:
- The sales category for one or more summaries is something other than box A (short-term covered) or box D (long-term covered), or
- The box A or box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement)
If you also entered each transaction in previous years and Form 8949 was produced, it could be because there was some kind of adjustment reported. In this case, even thought you entered them individually, you would need to file Form 8949.
Here is more info on Form 8949: Do I need to fill out or mail in Form 8949?
‎February 16, 2023
5:20 PM