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New Member
posted Feb 19, 2025 10:32:19 AM

How do I get to form 8949 so that I can report the cost basis for non-covered shares?

Turbo tax does not seem to have a way to navigate to the actual forms.

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2 Replies
Level 15
Feb 19, 2025 1:46:55 PM

You can't access Form 8949 directly

you have to visit the 1099b transaction entry for that transaction and tell turbotax you need to adjust the basis.

@aharrowood 

 

I believe that's under "Additonal actions"

New Member
Feb 20, 2025 5:44:11 AM

Yes, my main issue was how to indicate my shares were non-covered since I could not check the box I needed in the turbo tax 1099-B.  Found place to indicate stock was long term (non-covered).  Filled in the cost basis when I got the question.  My other issue was that I wanted to be able to get to the actual forms to verify that they were filled inn correctly; I could get to the forms once I actually paid for turbo tax (my first time doing online).