topic I've got my own 8949 and Schedule D, and wanted to upload them to Turbotax. How can I go about this? in Get your taxes done using TurboTax

I've got my own 8949 and Schedule D, and wanted to upload them to Turbotax. How can I go about this?

ksmires — Mon, 09 Mar 2026 05:41:28 GMT

I used a service to generate my own 8949 and Schedue D, but they do not support exporting into Turbotax. Is there a way to upload these two forms to Turbotax?

Re: I've got my own 8949 and Schedule D, and wanted to upload them to Turbotax. How can I go abou...

ColeenD3 — Sun, 20 Feb 2022 14:28:16 GMT

No, there is no way to upload them to TurboTax. You can attempt to include the Schedule D totals in the program to calculate the income combined with the rest of the return, and then print and mail, including your forms.

Re: I've got my own 8949 and Schedule D, and wanted to upload them to Turbotax. How can I go abou...

fanfare — Sun, 20 Feb 2022 15:36:59 GMT

@ksmires

IRS requires Box C/F details to be listed on your own Form 8949,
or on your other forms (e.g. spreadsheets) which have the same information and in the same manner as Form 8949.
Either way, if you choose to summarize, you have to mail the transaction details to the IRS within three business days of IRS accepting your e-Filed tax return.

You can consult the Schedule D supplied to you for reference.

enter the Summary Info into TurboTax and you should get the same Schedule D.

Be sure your broker marked the correct box categories. It should all be on Category C and/or F since you don't have a 1099-B.

Use the summary option and then you can mail in the printout of the Form 8949 supplied to you.
See the TurboTax instructions that will pop up.

If necessary, write in your name and SSN.