I sold some BRK.B this year at Charles Schwab

[rsherry8]

I sold some BRK.B at Charles Schwab this year. As such, I would expect the sale to appear in the 1099 from Schwab, which it does. I imported the data into TurboTax and looked at the generated tax return. It does not show any sale of BRK.B. It is possible, but not likely I deleted the entry by accident.

I created a new dummy tax return and imported the data from Charles Schwab and only that broker. The sale of BRK.B showed up. 

According to ChatGPT the BRK.B sale got aggregated. I do not think that is right and it should not have been aggerated but shown explicitly on form 8949.

What should I do?

[SusanY1 · Accepted solution]

If the transaction was a covered transaction (without any adjustments) the 8949 is not required.  Covered transactions that don't have any adjustments are reported directly on Schedule D and details are not required to be on the Form 8949. 

If this transaction is part of your total on Schedule D, then it is likely reporting correctly.