Is there a way to force geneartion of Form 8949 for ALL transactions, not just Wash sales?

[Klondiker]

I'm using Premiere desktop and have about 500 closing securities transactions, but only a few have adjustment codes. Can I force TT to generate forms 8949 that include ALL transactions? If that's not possible, is there an internal report that can be generated to a PDF file or spreadsheet file. I seem to remember that last year, right after importing Form 1099B from E*Trade, it showed all the transactions in table format and they could be edited. Is that still true this year? I'd like to be able to put all the closing transactions into a spreadsheet so I can analyze my trading.

[DianeW777]

If you print a copy of your return you may be able to find the ones you need, which could make it faster in TurboTax to locate. If you are using TurboTax Desktop, you simply go to Forms.

You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready.

• Can I print a copy of my return in TurboTax Online before filing?

If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets.

Second Option:

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.  

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

1. Click on Online in the top left menu of TurboTax CD/Download for Windows
2. Select 'Send Tax File to Agent'
3. Write down or send an image of your token number and state then place in this issue.
4. We can then review your exact scenario for a solution.
5. Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution. 

[fanfare]

A couple of years ago, TurboTax changed the processing of Form 8949 in an undocumented way.

TurboTax takes advantage of the Detail Reporting Exception  and suppresses some Box A,D line item details.

Based on prior forum complaints about this, it's not clear exactly what rule it is using, and there is no way to force TurboTax to list all transaction details on Form 8949, as allowed by IRS. (unless this has been fixed in the 2024 program)

@Klondiker