topic Form 4797 in Deductions & credits

Form 4797

DIT0 — Wed, 11 Feb 2026 05:59:12 GMT

Re: Form 4797

DawnC — Fri, 15 Mar 2024 22:10:48 GMT

What is your question about Form 4797?

Re: Form 4797

Stevied3 — Sun, 07 Apr 2024 00:49:03 GMT

all my stock transactions downloaded into Sch D and 8949. I want them all in 4797. how do i do that directly?

...or can i transfer from Sch d (8949) to 4797, (and then remove them from schedule D

Thanks.

Re: Form 4797

JamesG1 — Sun, 07 Apr 2024 16:02:18 GMT

The IRS prescribes that the sale of capital assets is reported on Schedule D and IRS form 8949. What is the nature of the transactions that you want to report on IRS form 4797?

IRS 2023 Instructions for Schedule D, page 1, here states:

Use Form 8949 to report the sale or exchange of a capital asset (see definition) not reported on another form or schedule and to report the income deferral or exclusion of capital gains.

Capital Asset

Most property you own and use for personal purposes or investment is a capital asset.

IRS 2023 Instructions for Schedule D, page 1, also includes the instances where IRS form 4797 is used. You may be able to identify which instance applies your situation.