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I just filed my 2018 return which had been extended. I did NOT use the summary method for 1099-B transactions--do not know how to do this and never have done it. I used individual transactions imported from Quicken and adjusted manually. Imagine my surprise when, after I filed electronically, I was told that I must mail in Form 8953 with form 8949 attached. Several of my transactions in the Form 1099-B worksheets have adjustment code BM hardcoded into Line 19c of the Form 1099-B worksheet, which flows over to Form 8949. I assume the "M" initiates the Form 8953 requirement. Just to understand the program (I have already filed electronically, so I cannot change it), I tried to remove the BM and cannot. How can one "unelect" to file using the summary method? I can't even remove the adjustment code "B" in Line 18a because the program assumes I am using the summary method. Thanks.
Did you mail 8949 form?
I called Turbotax and they referred me on my support incident to this blog
So I noted there that what you need to do is copy the .tax file, and then change the summaries to the details for each of the sales, because the 1099B has summaries as well. And then print the specific 8949 forms and mail them to the address, in my case in Austin, TX.
I am not happy that turbotax did this, because summaries is what is reported, so I don't understand if this is something IRS messed up or Turbotax, but someone should have indicated during filing that enter details, summaries are not allowed.
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