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dhoyt
Level 4
Feb 4, 2021 7:22 PM UTC
Solved

Capital gains, 8949, exception to reporting

Hi all. Looking for some advice on Form 8949 Reporting Exception Transations. If I report transactions that were reported to IRS on lines 1a/8a (directly on Schedule D, bypassing 8949), do I still need to scan and attach the 1099B for those transactions? 

Thanks in advance

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dkh
dkhAnswer
Level 15
Feb 4, 2021 7:31 PM UTC

No.    per IRS Instructions for Schedule D  page D-11     D-12

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4 replies

dkh
dkhAnswer
Level 15
Feb 4, 2021 7:31 PM UTC

No.    per IRS Instructions for Schedule D  page D-11     D-12

dhoytAuthor
Level 4
Feb 4, 2021 8:05 PM UTC

Thank your for the reponse and the reference to confirm it. Much appreciated!

    dkh
    dkh
    Level 15
    Feb 4, 2021 10:35 PM UTC

    You're welcome.   

    TaxReturnPros
    Level 3
    Feb 4, 2021 7:37 PM UTC

    Make sure it's ok to bypass Form 8949. If reported on 1099B. Covered Activities (showing basis on the 1099B) only need to be reported in total and not broken down in detail. Uncovered Gains/Loss activities have to be separately broken down/reported. Make sure you check the Box D, E or F. 

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