How do I add a form 8949 for Box F in TurboTax Business 1041 schedule D.

Where and how can I enter a capital gain (using summaries) which should go to form 8949 Box F. (long term cap gain not reported on 1099B and not reported to the IRS). 1041 schedule D

1301

Level 15

Mar 16, 2021 1:20:20 PM

Select "No Financial Institution" and then enter the summary as the description.

Returning Member

Mar 19, 2021 9:16:50 AM

Answering to myself

I used summary numbers within Turbo Tax step by step to enter capital gains which go to Box A, B, D, E on form 8949. I also had an entry which needed to go to form 8949 Box F. (Box F is for "not reported on1099B, basis not reported to IRS")

I accomplished this by direct entry on the capital gains and losses smart sheet, for schedule D, top of form by choosing NO for reported on 1099, and no for reported basis and filling in the remaining highlighted areas. This placed the entry correctly on a third (3/3) copy of 8949 with Box F checked.

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How do I add a form 8949 for Box F in TurboTax Business 1041 schedule D.