I filed 2021 and irs accepted, but now I've noticed that turbo tax didn't seem to include all my stock transactions on form 8949's, but the totals do match my 1099b. Should I amend the return to include all the 8949 entries even though the bottom line is the same?
My 8949 forms aren't complete
Apr 05, 2022
Last reply: 4 years ago
2 Replies
Were some of the transactions reported on line 1a or 8a of Schedule D? Transactions included on those lines are not listed on Form 8949.
I wouldn't file an amended return if it's not going to result in any change. If there is some detail missing, and the IRS wants the missing information, they will send a letter asking for it.
Bob Sandler
Thanks Bob, you are right. I was mistaken in thinking that all transactions should appear on the 8949's, but I see now that my items in 1a and 8a on Sched D do not need to be, and that's how turbo tax handled it. Thanks!
Join the Discussion
Have something to add? Share your thoughts — no account required.
Didn't find your answer?
Ask the community — no account required