Am told to file 8949 see statement, but which 1099 to send

Forum|Forum|3 years ago
June 12, 2022
2 replies
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After filing turbotax tells me to file 8949, for the 1099B sections. There was a couple I was able to directly connect to the brokerage, and others I had to manually input as a sum total. When I try to see one a see which 1099 I need to send it on the 8949 for a couple brokerages it says " see attached statement" but I don't see any. Is there anyways to see what I need to send in?

fanfare

Employee

@5077102

When you choose the "summary option", transaction details are omitted.

IRS requires details of your SELL transactions to be supplied on some Form 8949,
or on your other forms (e.g. consolidated 1099-B or spreadsheet) which have the same information and in the same manner as Form 8949.

Either way, if you choose to summarize only, you have to mail the transaction details to the IRS within three business days of IRS accepting your e-Filed tax return. (unless you have attached a PDF of the transactions details to your e-Filed return. TurboTax Online will ask for it).
Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.

Anonymous

@fanfare

How do I check If i imported as a summary? when i click on the investment income section and the broker it has all the information listed. but it doesn't seem to list all the transaction when i print out the 1040.