Retirement tax questions


@ chuck6625 wrote:

Unlike previous years, this year TT does not generate 8949 forms for short term transactions which have no adjustments in SchD line 1a.  This is new.


Since you have no adjustments, see the following paragraph pasted from the IRS instructions for Schedule D.  The emphasis is mine.   In the instructions, prior to this paragraph there is an explanation of what transactions qualify for that method of reporting.

 

Source:  https://www.irs.gov/instructions/i1040sd

 

"If you choose to report these transactions on lines 1a and 8a, don't report them on Form 8949. You don't need to attach a statement to explain the entries on lines 1a and 8a and, if you e-file your return, you don't need to file Form 8453."