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joaedw
Returning Member

form 8949

 
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4 Replies
DawnC
Expert Alumni

form 8949

What is your question about Form 8949?

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joaedw
Returning Member

form 8949

Box b on  an investment should be in box A for one of the short term investments, and box F on a long term investment belongs   in box D. 

These were down loaded from Invesco but do not agree with the form 1099-B we received.

joaedw
Returning Member

form 8949

I can't figure out how to change it on in TurboTx desktop

JamesG1
Expert Alumni

form 8949

Consider deleting the entry and entering the form manually.

 

Delete by clicking on the down arrow to open up the transaction.  Then click the delete trashcan.

 

 

To enter the form manually In TurboTax Desktop, follow these steps:

 

  1. Across the top of the screen, click Federal Taxes.
  2. Across the top of the screen, click Wages & Income.
  3. Select I'll choose what I work on.
  4. Under Investment Income, click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
  5. Click Add investments.
  6. At the screen Let Us Enter Your Bank and Brokerage Tax Documents, select Skip Import.
  7. On the screen OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
  8. At the screen Which bank or brokerage, enter the information.  Click Continue.
  9. Do these sales include any employee stock, enter No.
  10. Do you have more than three sales, enter No.
  11. Did you buy every investment listed on your 1099-B, enter Yes.
  12. On the screen Now, choose how to enter your sales, select One by One.  Select Continue.

@joaedw 

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