Form 8949 Exception 2 Statements with Embedded Summary Transactions

When you use IRS Form 8949 Exception 2 with tax software, it is necessary to enter or import the statement totals, also known as "summary transactions".

The Form 8949 Exception 2 Statements generated by include the summary transaction data internally in the statement PDF files.

With this technology, tax software apps can allow you to upload your Exception 2 statement without having to separately enter or import your summary transaction data.