If Form 8949 isn't required, Lacerte will aggregate the totals from all transactions on Schedule D.
This applies only to transactions, other than sales of collectibles, for which:
- You received a Form 1099-B (or substitute statement) that shows basis was reported to the IRS and doesn't show any adjustments;
- The Ordinary box on the 1099-B isn’t selected; and
- You don't need to make any adjustments to the basis or type of gain or (loss) reported on Form 1099-B (or substitute statement), or to your gain or (loss).
If you choose to report these transactions directly on Schedule D, you don't need to include them on Form 8949 and don't need to attach a statement.
