form 8949 and 1099-B worksheets.

Forum|Forum|5 years ago
February 3, 2021
9 replies
27 views

I have 10 pages of mutual fund reported on a 1099-B of various mutual funds with individual transactions and then sub-totals of each fund and then a total of all the transactions. Do I have to report all the individual transactions by listing them or doing an attachment. Do I use the 1099-B worksheet or enter them on form 8949 , Part II with BOX D checked? Do all the individual transaction have to be listed???

ProSeries Professional

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Just-Lisa-Now-

Intuit Community Champion

Use the 1099B worksheet, I dont think you can enter directly on the 8949.

I summarize, short term covered, short tern uncovered, long term covered, long tern non covered, etc. and make sure the gross proceeds on the return match the gross proceeds on the 1099B so no mismatch CP2000 shows up in the next year or two.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

TheShyTaxLady

Level 3

If you summarize, what do you list for the Date Sold and Date Acquired spots? With over 30 pages of short term transactions, there are many sold/acquired dates.