How can I access IRS form 8949?

Forum|Forum|6 years ago
June 1, 2019
2 replies
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Can I access IRS form 8949 through TurboTax, or do I have to mail in my return?

TurboTax Deluxe Windows

mesquitebean

Employee

Are you using desktop Deluxe (CD/download) installed on your computer?

What do you mean by "access Form 8949?" Please explain more about what you need to do.

Are you asking how to navigate to the interview topic to report capital gains/losses and sales of stocks, bonds, mutual funds, etc.? When you enter those items, TurboTax fills out a Form 8949 and Schedule D in the background. Do you have a 1099-B you need to report?

gjk1gjk1

i got a 1099B with no cost basis or gain/loss due to a merger-- must I report that 1099b

JamesG1

An IRS form 1099-B that has been generated has also been reported to the IRS. Include the IRS form 1099-B in your tax return or have the issuer correct the form that has been issued.

You are able to correct an IRS form 1099-B in TurboTax Desktop by following these steps.

Select Edit at the screen Your investment sales summary.

Click on the pencil to view the fields that may be corrected on the IRS form 1099-B.

Review and select the Adjustment codes that apply.

@gjk1gjk1 [Edited 02/19/24 | 8:11 am PST]

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BrerGoose

Typically, you will answer questions from the interview about capital assets, like stocks, and Form 8949 will be automatically generated in the background.

But if you want to view or edit Form 8949 directly, switch from the interview mode to forms view. If Form 8949 has been generated, it will appear in the list. If not, you can use open form to show a new copy of Form 8949.