RobertB4444
Expert Alumni

Get your taxes done using TurboTax

If you are talking about a second 8949 just for your son's information purposes then no, there isn't a way to create a second 8949 that would not be filed with the return.  So I have two suggested options for you-

 

1. Manipulate your numbers so that the 8949 shows the amounts that you want to have shown to your son.  This involves changing all of your bases so that they aren't correct for filing but are correct for the form you want to send.  Then save a pdf of the return and change your numbers back to what you will want to file with the IRS and you will have a form to send to him and a correct form to file.

 

2. Use the fillable pdf provided by the IRS here and just enter the information for him and you can send that to him.  It's a little more data entry but it's not linking to anything so maybe a little less work.

 

@rausenberger 

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