- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
After you file
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.