Imported account from Morgan Stanley

[SJB1216]

On one of my imports from Morgan Stanley the amount of the trades are listed on Schedule D but it is not listing each trade on the 8949 - I've tried a few times and can't figure out why.  On my other 2 MS accounts they go on Schedule D and then on the 8949

[GiseleD]

It sounds like Morgan Stanley is choosing to summarize the trades instead of listing them separately on Form 8949. Some capital transactions are allowed to be reported this way. According to the IRS Form 8949 instructions:

"If you don't need to make any adjustments to the basis or type of gain or (loss) reported to you on Form 1099-B (or substitute statement) or to your gain or (loss) for any transactions for which basis has been reported to the IRS (normally reported on Form 8949 with box A checked), you don't have to include those transactions on Form 8949. Instead, you can report summary information for those transactions directly on Schedule D." 

It sounds like these transactions qualified for this treatment.