Where can I find Form 8949?

Form 8949 is not a direct-entry form within the program.

✅ Instead, it is automatically generated in the PDF of your return based on the information you enter.

The most common area of the program that generates Form 8949 is the Investments section.

🧭 Navigation Path:

• Federal Section
• Income – Select My Forms
• Investments

❓ What Is Form 8949?

According to the IRS:

“Use Form 8949 to reconcile amounts that were reported to you and the IRS on Form 1099-B or 1099-S (or substitute statement) with the amounts you report on your return. The subtotals from this form will then be carried over to Schedule D (Form 1040), where gain or loss will be calculated in aggregate.”

Form 8949 is used to report sales and exchanges of capital assets, including but not limited to:

• 🏠 Homes and investment properties
• 📈 Stocks, bonds, and other investments
• 🎨 Art and collectibles
• 💎 Other capital or personal-use assets

The information reported on Form 8949 flows to Schedule D, where total capital gains and losses are calculated.

👀 How Do I View Form 8949?

You can view Form 8949 by accessing the PDF copy of your return:

1. 🔐 Log in to your account
2. 📂 Select the Summary/Print tab from the navigation menu
3. 🖨️ Select View Return to view, print, or save a PDF copy of your return
   • If you do not see View Return, select Show Details
4. 💳 To view, print, or save your PDF, filing fees must be paid. Select Pay Now if prompted.

🔗 Additional Information

• 📘 Form 8949 – IRS Instructions
• 📗 What Is Form 1099-B?
• 🏡How do I report the sale of my main home?

✅ Tip: If Form 8949 appears incomplete or unexpected, review all entries in the Investments section to ensure they were entered accurately and completely.