As an active investor, if you aggregate Category A or D transactions without adjustments, Form 8949 is not required and does not come into the picture. No mailing is necessary.
That's the simplest way to report your activity.
Clearly in that case your Schedule D is going to match up with your consolidated 1099-B.
That's all I was saying..
Then I argued that if you do use Form 8949, logically the Line 1b totals should be the same as the Line 1a totals would have been.
But you don't have a problem with a 5-18 dollar difference, I won't argue the point.
As far as your statistics analysis goes, I'll take your word for it.
If you are arguing that the clarifying instruction for Schedule D is not applicable to form 8949 because it is not in the 8949 instructions, I would argue that point.
