JulieS
Employee Tax Expert

Investors & landlords

Yes, Form 8949 does automatically generate, but only after at least one transaction is entered. 

 

Here is where to get started with this form. 

 

  1. Open your return and select Federal on the left side menu.
  2. Select Wages & Income.
  3. Scroll down, or expand the list and find Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto).
  4. Select + Add investments.
  5. Follow the next few screen to import your 1099-B, or select Enter a different way, at the bottom. 
  6. Select 1099-B. 
  7. Click Continue
  8. Answer the remaining questions in the section to enter your information manually, or by importing it. 
     
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