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Question

How do I get to form 8949 so that I can report the cost basis for non-covered shares?

Forum|Forum|1 year ago
February 19, 2025
1 reply
0 views

Turbo tax does not seem to have a way to navigate to the actual forms.

Employee

You can't access Form 8949 directly

you have to visit the 1099b transaction entry for that transaction and tell turbotax you need to adjust the basis.

I believe that's under "Additonal actions"

aharrowoodAuthor

Yes, my main issue was how to indicate my shares were non-covered since I could not check the box I needed in the turbo tax 1099-B. Found place to indicate stock was long term (non-covered). Filled in the cost basis when I got the question. My other issue was that I wanted to be able to get to the actual forms to verify that they were filled inn correctly; I could get to the forms once I actually paid for turbo tax (my first time doing online).