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When you enter your capital gains and losses, Form 8949 is automatically generated with your return if required. Please see the information included for you below.
I had the trades from my Morgan Stanley account automaticaley transfer to the tax return. When I review the return, there is a schedule D, and and a 1099B worksheet.
The form 8949 is not generated?
You may not need Form 8949. Form 8949 is not required if all of the following are true:
If the above three conditions are met, then a Form 8949 is not necessary. Generally, Form 8949 allows you and the IRS to reconcile amounts that were reported to you and the IRS on Forms 1099-B or 1099-S (or substitute statements) with the amounts you report on your return. Thus, see if your two transactions meet the three conditions referenced above. If they do, then Form 8949 is not needed.
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