How can I generate Form 8949 part 2? I see part one in my forms but the full form is not populating.

[taammaarr-gmail-]

Charles Schwab account

[George4Tacks]

You get part 2 by indicating that the basis is NOT reported

If you imported, then you need to make that entry for every unreported basis - royal pain!

[taammaarr-gmail-]

But it was reported to the IRS, I need box D checked and it isn’t populating. Only Part 1

[George4Tacks]

For box D, you need purchase date and sale date to be a year and a day apart or more. It also needs to indicate that the basis is reported. 

I misspoke in my earlier post. How many transactions do you have? 

[taammaarr-gmail-]

I have numerous lines but I was just going to enter the totals so it is only one line. To enter that the basis is reported I leave it blank but it still isn’t transferring to the part 2.

[George4Tacks]

What purchase dates are you using? Page 2 is all  long term. Try this:

Purchase date -01/01/00

Sales date -01/02/21

(Notice the minus) this should print as various and give you long term

[taammaarr-gmail-]

Yeah, I just tried that it still just isn't regenerating. I don't know what else to try.

[taammaarr-gmail-]

Do you think it is a larger issue?

[George4Tacks]

If you look at Schedule D, are there amounts on lines 8a, b, 9 or 10?

If so which line numbers have figure.

[taammaarr-gmail-]

Yes it is the same amounts that I need to show up on the 8949 Part 2. Amount are only show on part 8a.

[George4Tacks · Accepted solution]

The program is doing thing as they should be. The 8949 is not required for "covered" transactions. If you really want to use more pixels and/or paper and see a single line that really does not say much on the 8949, then you must:

Go to Dispositions

in the upper right click Carryovers/Misc Info

Scroll down to the  bottom entry and input a 1

When you are done, spend a bit of time with the instructions for Schedule D. In particular  the paragraph in the lower left of the first page with a link for Lines 1a and 8a

[taammaarr-gmail-]

I just didn't want to incorrect report the long term transactions, but I think this helps!