Can you summarize brokerage transactions and not include individual transactions. In previous years I would enter a line saying see attached brokerage statement. Is that no longer necessary? Never was necessary?
I understand if there were adjustments each item would be required to be entered on the quick entry worksheet.
Thx
Dan
In more recent years, the IRS uses the codes from the 8949 to determine it is a summary.
As long as you have code M entered, the IRS will know to look for the attachment either with the 8453 or in the PDF attachments. This article gives a pretty good overview of how to do the attachments with the new format in ProSeries 2020 https://proconnect.intuit.com/community/form-1040/help/how-do-i-attach-a-stock-summary-to-the-schedule-d-and-form-8949/00/4244
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