Capital asset sales worksheet

Forum|Forum|1 year ago
April 7, 2025
1 reply
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Hi there,

Per TurboTax guidance-- see link https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/need-fill-mail-form-8949/L5F3HsRJd_US_en_US

I entered multiple transactions on a single line (short-term, long-term, covered) from my consolidated 1099 on Schedule D.

I didn't attach or plan to mail any statements, since according to the article, it's not required as long as all transactions are covered (i.e., reported to the IRS) and there are no adjustments.

However, the Capital Asset Sales Worksheet is still showing "See Attached Statement" in the description. Is there a way to remove that, given that I’m not attaching a statement (I understand TurboTax doesn’t support that electronically, and I’d prefer not to mail anything)?

Thanks in advance!

Mike9241

there are specific lines on the schedule D that must be used for covered summary transaction entry when there are no adjustments so that the details do not have to be submitted to the iRS

short-term 1a, long-term 8a.

other lines first flow to 8949 then Schedule D and require details to be sent to the iRS

don't know what version of TurboTax you are using, but all desktop versions support this

you must use the 1099-B worksheet, not the capital asset sale worksheet

in search box type "1099-B" no quotes

a name must be entered. it can be xxx if you want.

the acct number and reporter ID are not needed.