Hi, Yes -- under exceptions on Schedule D, "yes" is checked for both 1 (reported on 1099) and 2 (basis reported to the IRS) However, on Form 8949 (Copy 2), it continues to say that these summary entries were not reported to me on a 1099. These summary entries are separated into long-term and short-term and for both it says they were not reported on a 1099. I just don't want there to be conflicting information since I am worried that it will raise a red flag.
The trades I entered individually (which show on Form 8949(Copy 1) have box E checked which is correct because the cost basis was not reported to me on a 1099.
Am I just overthinking this? I guess I could try to enter each individually but it would be a lot of effort as this is our final return and we had a lot of sales (small sales that were purchased through dividend reinvestment so its a long list. )
Also I appreciate the answers and the assistance from all.
