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Level 2
posted Mar 27, 2023 10:39:11 PM

Need to generate 8949 with detailed transactions to send with Form 8453

I need to submit detailed transactions in Form 8949 as an attachment to Form 8453. The pdf of the list of tx from the brokerage is 120 pages long. Is there a way to generate a more compact 8949 version (like one row per transaction) from the csv transaction file?

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1 Replies
Level 15
Mar 27, 2023 11:52:31 PM

the format of the 8949 must be followed and the IRS would need to be able to read the file. so you could download it into a csv file but then would have to print it out. columns would need to match 8949 and totals by type for each column would be needed. 

however, details do not need to be provided for types A or D transactions if entered on schedule D lines 1a and 8a. this means that proceeds and tax basis were reported to the IRS and none of these transactions had an adjustment.