DawnC
Expert Alumni

Retirement tax questions

You should not need to send in the details of your transactions unless you chose to enter them as a summary or by sales section totals.   If you enter the transactions individually (it says something like ''I'll enter one sale at a time'') on Schedule D/Form 8949, you are not required to mail anything after e-filing.   It wasn't what version you used, it was choosing the summary entry instead of the individual entry that caused you to have to mail the forms.   @Mrbobwoj 

 

Do I need to mail Form 8949?   Keep this in mind in case it comes up again next year.... Don't count on the IRS to simplify anything 😉 

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