1099-B short-term transactions not imported to Form 8949, Part 1, with Box A checked

Forum|Forum|3 years ago
March 12, 2023
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I imported my 1099-B form from Pershing. All of my short term transactions on the 1099-B form state: "Short-Term Transactions for Which Basis Is Reported to the IRS - Report on Form 8949, Part 1, with Box A checked".

However, Form 8949 only lists transactions that have an amount in 1099-B box 1G. The sales total for these sales are shown on Schedule D, Line 1B. The total amount for the "missing" sales are listed on Schedule D, Line 1A. (Edited: I had these lines swapped originally).

The same is true for my long term transactions.

How do I determine if this is an issue with TurboTax or Pershing?

DLetangAuthor

No text available

fanfare

Employee

" The sales total for these sales are shown on Schedule D, Line 1A. The total amount for the "missing" sales are listed on Schedule D, Line 1B. "

that's backwards. Look again, please.

@DLetang

DLetangAuthor

You are correct, I have them swapped. Regardless, shouldn't all the sales shown on Schedule D, Line 1B since they were reported to the IRS per the 1099-B form?