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x12917
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I need form 8949 for my son's college - I cannot find it in Turbo Tax

 
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2 Replies

I need form 8949 for my son's college - I cannot find it in Turbo Tax

If you reported an investment sale, the Form 8649 and the Schedule D will be included in the tax return you filed.

 

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)

Or -

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. 

This will take you back to the 2024 online tax return.

Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

 

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

rjs
Level 15
Level 15

I need form 8949 for my son's college - I cannot find it in Turbo Tax

Not all investment sales are reported on Form 8949. Look at Schedule D in your tax return. If all of the sales are summarized on lines 1a and 8a of Schedule D, Form 8949 is not used. (If you don't have a Schedule D, then you certainly would not have Form 8949.)


There is a surprising amount of ignorance and misinformation about tax returns among the staff in college financial aid offices, considering that they look at tax returns all the time. The person you are talking to might be working from a checklist with little understanding of what they are actually asking for. If Form 8949 is not required for your tax return, try explaining to the person why you don't have it, or ask to talk to someone else who is more knowledgeable about tax returns.


It's not clear to me why the college would need Form 8949, which would show the details of your investment sales. But if Form 8949 is not used in your tax return, perhaps the college would be satisfied with a copy of your Form 1099-B or consolidated brokerage statement, which show the details of the sales.

 

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