Retirement tax questions

What is the Box Category you are reporting? see exception below.

If you are not excused by the detail reporting exception,
IRS requires details of your SELL transactions to be supplied on some 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 applies only to Box A or Box D transactions without adjustments.

You said "basis not reported to IRS", which is Box B or E,

 

@mntaxxer 

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