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Hugo13
Returning Member

how do I add form 8949 and a Schedule D to amend the 1040-SR filed in February 2022

 
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2 Replies

how do I add form 8949 and a Schedule D to amend the 1040-SR filed in February 2022

Hello @Hugo13 

 

If you are using Turbo Tax, please use the search box on the top right to find the form 8949. Simply type the name of the form in the box and a link will appear and take you to that form.

 

If on the other hand, you are filing a paper amended return, just attach the form. You can find a copy of the form here: https://www.irs.gov/forms-pubs/about-form-8949#:~:text=Use%20Form%208949%20to%20reconcile,will%20be%... 

Thank you!

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KochuK
Employee Tax Expert

how do I add form 8949 and a Schedule D to amend the 1040-SR filed in February 2022

Hi Hugo13,

 

Below is the instruction on "How do I amend my 2021 return?"

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-2021-return/L1gEU4G3X_U... 

Depending on the platform you used for the original tax return, please select either the Online or CD link. Once started, the refund meters will go to zero, the program is ready to calculate "additional refund" or "additional balance due" depending on the new data entered.

 

Judging from your description, you seem to have missed a Form 1099-B from a brokerage company. Please go to the investment section, enter the stock sales. The software will generate Form 8949 and Schedule D for you, and all the rest of amendment instructions.

 

If needing help please contact TurboTax customer service, one of our experts will be happy to walk you thru the amendment.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number...

Hope the above helps.

 

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