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New Member
posted Feb 18, 2022 11:52:22 AM

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

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?

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2 Replies
Expert Alumni
Feb 20, 2022 6:28:16 AM

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.

Level 15
Feb 20, 2022 7:36:59 AM

@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.