Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 25, 2023 10:17:07 PM

How can i get form 8949 from Turbo Tax?

i am doing my return 2022 now online and need form 8949, please

0 2 567
2 Replies
Expert Alumni
Mar 26, 2023 5:30:38 AM

In TurboTax Online, follow these steps to access IRS form 8949 / Schedule D Capital Gains and Losses:

 

  1. Open or continue your return.
  2. Select Federal down the left side of the screen.
  3. Select Wages & Income down the left side of the screen.
  4. Select Show more to the right of Investments and Savings.
  5. Select Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
  6. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2021?
    • If you land on Your investments and savings, select Add investments.
  7. At the screen Relax. We got it, select Continue.
  8. On the Let's import your tax info screen, select Enter a different way.
  9. On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
  10. At the screen Which bank or brokerage, enter the information.
  11. Do these sales include any employee stock, enter No.
  12. Do you have more than three sales, enter Yes.
  13. Do these sales include any other types of investments, enter No.
  14. Did you buy every investment listed, enter Yes.  Continue.
  15. On the screen Now, choose how to enter your sales, select One by one.  Select Continue.
  16. At the screen Look for your sales on your 1099-B, select Continue.
  17. You will now be able to enter your sale information.

@darex77 

New Member
Mar 26, 2023 2:43:07 PM

Sir, I'll try now... Thank you very much. You made my day!....   (darex77 digitally)