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Investors & landlords
If you are summarizing Box E transactions,
IRS requires details of your SELL transactions to be supplied on some additional Form 8949,
or on your other forms (e.g. consolidated 1099-B or spreadsheet) which have the same information and in the same manner as Form 8949.
the detail reporting exception excuses Box A or Box D transactions without adjustments, only.
HOWEVER,
if you sold everything in one day, then one line can describe the transaction.
How can Schedule D show the correct information without your cost-basis for the shares you sold ?
March 3, 2023
12:58 PM