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There are two exceptions to having to include individual transactions on Form 8949. These include:
If one of the exceptions apply then the transactions can be summarized into short-term and long-term and reported directly on Schedule D without using Form 8949. If an exception applies you can still voluntarily report your transactions on Form 8949 which might be easier if you have some transactions that meet the exception requirements and some that don't.
If the basis in your investments is shown on your consolidated statement and reported to the IRS, you can group all transactions for each account and report the total numbers in TurboTax.
You have some options here.
There are two exceptions to having to include individual transactions on Form 8949. These include:
If one of the exceptions apply then the transactions can be summarized into short-term and long-term and reported directly on Schedule D without using Form 8949. If an exception applies you can still voluntarily report your transactions on Form 8949 which might be easier if you have some transactions that meet the exception requirements and some that don't.
If the basis in your investments is shown on your consolidated statement and reported to the IRS, you can group all transactions for each account and report the total numbers in TurboTax.
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