mhsmith53
Level 3

Does ProSeries automatically e-file form 8949 when it is required?
Such as when:

  • The sales category for one or more summaries is something other than box A (short-term covered) or box D (long-term covered), or
  • The box A or box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement)

I found this on website for TurboTax that if e-filing you need to manually attach and wondering if the same for Proseries. I sure hope ProSeries automatically e-files this form if any of the above conditions are true. It certainly has the required information to make that decision.

0 Cheers