topic How does Turbotax decide which investments to list on Form 8949? Only some of the sales show up on the form. in Retirement tax questions

How does Turbotax decide which investments to list on Form 8949? Only some of the sales show up on the form.

claudia91056 — Tue, 10 Mar 2026 05:53:57 GMT

Re: How does Turbotax decide which investments to list on Form 8949? Only some of the sales show up on the form.

fanfare — Sun, 07 Aug 2022 21:28:50 GMT

Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.

Turbotax has started to suppress some of these transactions,

even though IRS gives you the option to detail them on Form 8949 directly.

This is an undocumented "feature" of TurboTax ;.

since it is undocumented, the actual algorithm is unknown.

@claudia91056

Re: How does Turbotax decide which investments to list on Form 8949? Only some of the sales show up on the form.

claudia91056 — Wed, 10 Aug 2022 03:53:42 GMT

Thanks for the explanation!

Although I just imported my 1099-Bs and TurboTax did the rest. So, I personally did not choose to summarize. I guess TurboTax did.