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I am trying to download a form 8949 from Apex Clearing Corp and I am unable to complete the download

 
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5 Replies

I am trying to download a form 8949 from Apex Clearing Corp and I am unable to complete the download

You don't download 8949.  You fill it out as part of your tax return.  You should have a 1099B for investment sales.

I am trying to download a form 8949 from Apex Clearing Corp and I am unable to complete the download

Thanks...I was hoping to not have to physically mail the 8949 after I e-file as it is 99 pages of trades and summaries.

I am trying to download a form 8949 from Apex Clearing Corp and I am unable to complete the download

@bfmurphy75

TTX Online probably cannot handle that many trades:

Read this:
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1899287-how-many-stock-transactions-can-turbotax-online-handle">ht...>

And this too, if there are still too many for the Desktop software.  IF you are going to be making thousands of trades, you may need to learn how to use the "summarization" procedure (Step 1 and Step 2 in the following):

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/2963870-how-do-i-enter-more-than-500-stock-transactions-in-turbota...>

___________________
In either case, you will need to review what downloads meticulously in any case...
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

I am trying to download a form 8949 from Apex Clearing Corp and I am unable to complete the download

Thanks for the response....Steps 1 & 2 above are what I have done.

I am trying to download a form 8949 from Apex Clearing Corp and I am unable to complete the download

The instructions are out of date for 2016 and the FAQ needs to be updated. If all your trades are covered transactions with no adjustments i.e. no wash sales (see consolidated 1099-B) then neither of those steps is necessary.
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