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March 6, 2025
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Turbo Tax says mail Form 8949 to IRS I've entered all the data. when i try to print the form only page 2 for LT prints out

  • March 6, 2025
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    Best answer by JamesG1

    You are entering summary information from an IRS form 1099-B or IRS form 8949 instead of each individual transaction.

     

    When printing the tax return, only long-term investments are listed.  Have you entered the short-term investments?  When entering the summary information into TurboTax Desktop, you followed these steps:

     

    • At the screen Now, enter one sales total, enter the information.  Continue.
    • Select Add another sales total as necessary.  Continue.
    • You will mail a paper copy of the IRS form 1099-B or IRS form 8949 to the IRS.

    Did you select Add another sales total to enter both long-term and short-term investments?

    1 reply

    JamesG1Answer
    March 6, 2025

    You are entering summary information from an IRS form 1099-B or IRS form 8949 instead of each individual transaction.

     

    When printing the tax return, only long-term investments are listed.  Have you entered the short-term investments?  When entering the summary information into TurboTax Desktop, you followed these steps:

     

    • At the screen Now, enter one sales total, enter the information.  Continue.
    • Select Add another sales total as necessary.  Continue.
    • You will mail a paper copy of the IRS form 1099-B or IRS form 8949 to the IRS.

    Did you select Add another sales total to enter both long-term and short-term investments?

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    March 6, 2025

    thanks for the reply. i did not have any short term only LT. and i did answer the sales total question. so i'll just mail the 8949 form although it's strange only page 2 Long term prints not the full 2 pages

     

    March 6, 2025

    The IRS only wants what is relevant.   If you had no short term transactions, page 1 of Form 8949 is not a part of your tax return.  

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