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New Member
posted Jun 4, 2019 4:31:27 PM

Why do capital gains entered as "Box D" in an EasyStep summary not appear on form 8949?

I entered a summary of capital gains from 2 brokers in EasyStep marked as "Box A", "Box D", and "Box E" for each broker. 1 form 8949 was created, with the gains for Box A and Box E from each broker. But the Box D gains appear nowhere.

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1 Best answer
Level 7
Jun 4, 2019 4:31:28 PM

Check your Schedule D for the gains.  There is an exception that allows the reporting of certain summary totals from Box A and Box D directly on a Schedule D and not Form 8949.  Your Box D transactions are more likely to qualify for this treatment than Box A because one of the requirements is there cannot be any adjustments, which are more likely to Box A transactions.

2 Replies
Level 7
Jun 4, 2019 4:31:28 PM

Check your Schedule D for the gains.  There is an exception that allows the reporting of certain summary totals from Box A and Box D directly on a Schedule D and not Form 8949.  Your Box D transactions are more likely to qualify for this treatment than Box A because one of the requirements is there cannot be any adjustments, which are more likely to Box A transactions.

New Member
Jun 4, 2019 4:31:31 PM

Yes, you are correct - my box D totals appeared directly on the Schedule D. Thanks!