I sold some BRK.B this year at Charles Schwab

rsherry8 — Sun, 01 Mar 2026 16:31:33 GMT

I sold some BRK.B at Charles Schwab this year. As such, I would expect the sale to appear in the 1099 from Schwab, which it does. I imported the data into TurboTax and looked at the generated tax return. It does not show any sale of BRK.B. It is possible, but not likely I deleted the entry by accident.

I created a new dummy tax return and imported the data from Charles Schwab and only that broker. The sale of BRK.B showed up.

According to ChatGPT the BRK.B sale got aggregated. I do not think that is right and it should not have been aggerated but shown explicitly on form 8949.

What should I do?

Re: I sold some BRK.B this year at Charles Schwab

SusanY1 — Sun, 01 Mar 2026 18:22:40 GMT

If the transaction was a covered transaction (without any adjustments) the 8949 is not required. Covered transactions that don't have any adjustments are reported directly on Schedule D and details are not required to be on the Form 8949.

If this transaction is part of your total on Schedule D, then it is likely reporting correctly.

topic I sold some BRK.B this year at Charles Schwab in Investing

I sold some BRK.B this year at Charles Schwab

Re: I sold some BRK.B this year at Charles Schwab