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Schedule D, line 1a versus line 1b (Form 8949)

I am working on my 2024 return on desktop.  Turbo imported 1099-B from Broker 1 all on Schedule D line 1b with detail on  Form 8949. Great, as it was easy to check.  Info from 1099-B from Broker 2 was split between Schedule D line 1a and line 1b.  Broker 2 had multiple sale amounts and prices for stocks bought on same day and sold on same day.  Thus while there was 1 buy and 1 sale from my point of view, I have 3 entries included in Schedule D line 1a and 1 entry in Schedule D line 1b.  It is very difficult to check my numerous trades when a single buy/sell is split into 4 transactions and some of those transactions are in line 1a and some in line 1b.  It would be great if I could get them all reported in 1b with just Form 8949 to check.  Is there any way I can do this??? Thanks.

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1 Reply
JamesG1
Expert Alumni

Schedule D, line 1a versus line 1b (Form 8949)

In the Desktop products, you should be able to view the detail in the FORMS mode.

 

The individual transactions should be listed on Form 1099-B Worksheets and/or Capital Asset Sales under FORMS in MY RETURN.

 

You should be able to track how the entries flowed to the IRS form 8949 and then to the IRS Schedule D Capital Gains and Losses.

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