Attach Form 8949 as a PDF document?

Forum|Forum|5 years ago
February 19, 2021
1 reply
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Can I attach Form 8949 as a PDF document to my return in TurboTax to e-file it?

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TurboTax Premier Online

TerukoL

Level 13

This is a public internet forum, so your private information has been removed for your protection. No, you are not able to attach forms to your TurboTax return to e-file. TurboTax will automatically generate Form 8949 when you report the sale or disposition of capital assets.

To enter Form 1099-B in TurboTax Online:

Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
Click the drop-down arrow next to Tax Tools (lower left of your screen).
Select Tools.
In the pop-up window, select Topic Search.
In the I'm looking for: box, type 1099-b.
In the results box, highlight 1099-b, then click GO.
You'll land on Did you sell any investments in 2016? Click Yes.
Follow the onscreen instructions. You'll be able to enter the 1099-B info yourself or import it if your brokerage participates in the TurboTax Partner program.

Please click the following links to learn more:

How do I find a stock's cost basis?

Where is Form 8949?

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Mike8Author

Level 4

@TerukoL

Thanks for your response. I know that you can upload the 1099-B and it will generate the 8949 but that does not work when using a software like TradeLog (for active traders) that will consolidate all your trades and calculate the wash losses accurately and then generate the 8949, hence my question to be able to attach a 8949 instead of using the 1099-B in Turbotax.

Eric4Bklyn

Level 2

I have a similar question. TurboTax will not generate an electronic 8949 for me for 2020, apparently because the number of lines of data that TurboTax can process has been reduced from prior years. I'd prefer to file the 8949 as a PDF and include it when I e-file. The IRS website says that the IRS will accept this. I understand that I can print and mail the 8949 to the IRS but I'd much rather submit it electronically.

There seem to be a number of people with this issue. Will TurboTax be updating its program so that we can either upload more data into the 8949 or attach a PDF of the 8949 to the electronic return?