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Investors & landlords
ebmarch,
I don't know which brokerage firm you imported the 1099-B from, but the IRS allows 8949 short term checkbox A items to be reported a just a summary on Schedule D so long as there are no adjustments such as wash sales and some of the firms take advantage of that shortcut in their reporting. Ditto for long term checkbox D. It is, however, somewhat worrisome that you come up with a discrepancy, but if you had any wash sales reported separately, be aware that they increase your overall gains by disallowing some or all the loss on that transaction. So check if the wash sale numbers (if you have them) add up to that ~$200 difference.
March 1, 2023
8:06 PM