Using TT Premier 2023, filing MFJ:
The 8949 part 1 for Short Term transactions where basis is known to the IRS is not completing. If I look in Forms view at the 8949, the Part I (Short Term) is blank, and there are only 2 entries in the LT (Part II) section. It appears as if some of my Fidelity accounts (3) with 1099-B information are not getting to the 8949. When I print the "All Forms" version of the return, the 8949 part I is missing and Part II has just the 2 entries. The ST and LT capital gains numbers on schedule D are mostly correct. There also appears to be disconnect in both the LT Proceeds and Cost basis numbers of over $200 versus when I calculate it from the individual 1099-Bs (as supplied by Fidelity) of the accounts, but the total sales and basis numbers for each account individually are correct.
While TT completes Schedule D, I am not sure the 8949 gets eFiled but it is still missing in the filing records for me. I am wondering if this problem is bigger than what I see due to the mismatch in the LT number on Schedule D.
Can anyone shed some light on this? It seems to me to be an TT error but I likely am missing something.
Many Thanks!
