Form 8949 part 2 with box f checked. If I try to override box e, my transactions from the first 8949 form wipes out what I have on the 2nd form. How do I check box e?

I have two 8949 forms. The second form has box F checked. More properly, box E should be checked. If I override box E, the transaction from my first 8949 form over writes the transaction on the second form and the information on the second form is lost. How do I get box E checked and retain data on the second 8949 form? Information on the second form comes from Schedule K-1 complete disposition of activity.

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1 Best answer

Level 15

Jun 4, 2019 9:06:22 PM

Do not use override. It causes problems (as you found out).

if your information is from a K-1, then it is not from a 1099-B, and Box F is the correct box.

Level 15

Jun 4, 2019 9:06:22 PM

Do not use override. It causes problems (as you found out).

if your information is from a K-1, then it is not from a 1099-B, and Box F is the correct box.

Level 2

Jun 4, 2019 9:06:24 PM

Sale was reported on 1099-B from Fidelity showing sale and long term realized gain. Top of Form 1099 B states "report on Form 8949 with Box E checked and/or schedule D, Part II." I stand by statement that Box E should be checked on Form 8949, not Box F. If I override and check Box E, detail on 2nd Form 8949 is overwritten by detail from unrelated 1st Form 8949 (a bug, I suspect). I left Box F checked and was able to manually enter gain on Schedule D next to line stating "Box E checked" so increased tax is computed properly. Kindly, Neal

New Member

Apr 12, 2023 7:10:53 PM

I am having the same issue. The import of my broker says to use Box e but the K-1 I entered also created another Form 8949 and box F is checked. One shows gain and the other loss for the same sale. Is it supposed to be 2 Form 8949 for the same sale.

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Form 8949 part 2 with box f checked. If I try to override box e, my transactions from the first 8949 form wipes out what I have on the 2nd form. How do I check box e?