DavidD66
Expert Alumni

Get your taxes done using TurboTax

If you are using TurboTax Online or TurboTax Desktop in the step-by-step mode, all you have to do to create an additional Form 8949 page with a different sales type (e.g. Box B) you just a transaction that needs to be reported on that page and the program will create it.  If you are using TurboTax Desktop and entering directly on Forms, 

 

  • Go to Schedule D
  • At the top of Schedule D, click on the QuickZoom for "Report investment sales on the Form 1099-Worksheet"
  • On Form 1099-B Workshet click on the "QuickZoom" in the middle of the page for "Use the Capital Asset Worksheet to enter individual sales"
  • Enter your transaction and then close the form. 
  • You will now have a Form 8949 with the category you just entered on the Capital Asset Worksheet

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"