I imported our stock sales from our Brokerages. I see the sales in the Investment part of TT. Adding everything together, we have about 500 sales. Perused the data; it looks good. Printed the pdf for all the forms needed to file. We usually have about 15 Form 8949s; this year only six, and they're only partially filled. Is this okay? Did the sales just get totaled correctly on Sched D and that's enough? Printing less is good but I worry.
02431
1 Best answer
rjs
Level 15
Feb 26, 2025 12:09:33 PM
Sales that meet certain requirements are totaled on Schedule D line 1a (short-term) or 8a (long-term) and are not listed on Form 8949.
2 Replies
rjs
Level 15
Feb 26, 2025 12:09:33 PM
Sales that meet certain requirements are totaled on Schedule D line 1a (short-term) or 8a (long-term) and are not listed on Form 8949.
s_bedford
Level 2
Feb 27, 2025 7:13:09 AM
Thanks RJS. TT has always been brutal about itemizing and documenting Every Single Sale in the past. But the math seems right and this will take less time, money and paper to print, so I guess it's a good thing.