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Level 2
March 25, 2025
Question

bypasssing Form 8949

Pro Series in bypassing Form 8949 in reporting sale of stock and securities. My understaning is that because there are more thann 100 transactions. Is there a way to overide the bypassing and continue to use Form 8949 to report all transactions

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2 replies

ljr
Level 9
March 25, 2025

are you inputting to those little quick boxes on the 1099-B? 

input short term covered , long term covered etc on each line of the 1099-b and it will show up on the 8949

Just-Lisa-Now-
Intuit Community Champion
March 25, 2025

Ive never counted the number of transactions, I use the Summary boxes at the top of the 1099B worksheet for covered sales (those by pass the 8949 and land on Sch D), non-covered sales I summarize and enter in the Entry table below the Summary boxes (those will land on the 8949..

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