Question

Taxaudit advisor asked me to enter the transactions in the 8949 form inside the TurboTax account. I'm having trouble accessing this form through TurboTax. Any advice?

Forum|Forum|1 year ago
March 7, 2025
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TurboTax Online

TomK2023

"Form 8949 (Sales and Other Dispositions of Capital Assets) records the details of your capital asset (investment) sales or exchanges.

Part I of the 8949 shows the short-term transactions (held less than a year) and Part II has the long-term transactions.

When you enter investment sales or exchanges from Form 1099-B or 1099-S in TurboTax, we'll automatically fill out Form 8949 and transfer the info to Schedule D.

You don't need to fill out the 8949 yourself.

See this article for more information about when you need to fill out or mail in Form 8949."

TurboTax FAQ: Where is Form 8949?

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farshid64Author

Thank you for your response. Regarding your statement, "When you enter investment sales or exchanges from Form 1099-B or 1099-S in TurboTax, we’ll automatically fill out Form 8949 and transfer the info to Schedule D. You don't need to fill out Form 8949 yourself," I’m unsure where to enter the investment sales or exchanges in TurboTax.

This relates to my 2022 tax return, as I received this letter from the IRS. I can’t find where to input this information in TurboTax in order for you to automatically fill out Form 8949 for me. For the 2022 tax return, I only see the final tax return, and I’m not sure where to access this section to enter the information.

Could you please provide clear instructions and steps on how to locate this section in TurboTax?

Thanks for your help!

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farshid64Author

To clarify further, since I’ve already filed my 2022 return, I no longer have access to modify or amend anything. The only option available is to download the 2022 tax return, and nothing else.