Investors & landlords

I hope I read your response correctly.

 

I checked my 2021 8949 return forms from TT based on what you said, and sure enough only the Sch D box 1b and 8b items were listed (There were also items on 1a and 8a and no 8949 to support these.)

But,  I had multiple 8949 pages for reported for Sch D line 1b items, when only 1 transaction listed on the 8949 had an adjustment. If what you say is true, then seems like only the one transaction would have had to be reported on the 8949 and on Schedule D, line 1b.

For Box D sales, I had multiple pages for Box D sales, line 8b and NO adjustments but they were all reported on 8949. Again, why weren't they all reported on line 8a of Sch D?

 

This all seems inconsistent.

 

So, for 2022, I had Box A sales (all line Sch D line 1b) unreported on an 8949 as you noted. And for Box D, only those sales reported on Line 8b ended up on an 8949 (there were only 2 transactions in 8b). More consistent with your explanation than 2021. But in the forms view for Schedule D, there is a section labeled "Form 8949 Reporting Exception Transactions" which is supposed to show "Any transactions that are eligible to be reported directly on  Schedule D, bypassing form 8949, may be summarized here." I emphasize MAY because the boxes they have to list that summary are empty.

 

Confusing.

Thanks for reading.