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, known as Intelligent Tax Document techology, tax software apps can allow you to upload your Exception 2 statement without having to separately enter or import your summary transaction data.