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Form 8949 data can't be entered

ok if you encounter these type of adjustments/exception categories then entering as "one by one" saves a lot of problems and should prevent the need to mail information to the IRS.  TT does not give good guidance on this and generally encourages jamming everything into sales summaries and then needlessly mailing the IRS.

 

I would try to remove any manual edits you did, and leave the 1099 with the Type A and D alone in TT, sales summary is perfect for these.

 

start a 'new' 1099 in TT ("Add Investments" etc, as tho you received a different physical 1099B for these), skip the import and you get a bunch of questions trying to help you choose how to enter it, but regardless select the "one by one" option to enter the data.  when you get to the data entry screen there is a drop down for "long term did not receive 1099-B form" and put in the details for each sale and it will create Form 8949 for Box F and add the totals to Schedule D properly, and I think you should be good to go, here is quick example

 

8949 Type F8949 Type F

rjs
Level 15
Level 15

Form 8949 data can't be entered

@645546 

 

Entering investment sales in forms mode is very complicated and error-prone. That's why TurboTax strongly recommends using the Step-by-Step interview to enter investment sales.


Remove all overrides from your tax return, and any forms that you created in forms mode. Then enter the sales using the interview. At the top of the screen where you enter the summary totals, where it asks for the "sales section," select "Long-term did not receive 1099-B form." That will create a Form 8949 page 2 with box F checked.

 

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