Attach Form 8949 as a PDF document?

Forum|Forum|5 years ago
February 19, 2021
1 reply
51 views

Can I attach Form 8949 as a PDF document to my return in TurboTax to e-file it?

TaxAct can, link here: [removed]

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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TaylorMan90

Level 2

This is a deal breaker for me. According to the IRS there is a provision for submitting a pdf file for this form, but TurboTax doesn't have support for this. My only option is to print out and snail mail 100's of pages or find a tax prep software that does have this functionality. I've been using TurboTax for a while, but I'll have to look for something else because I have too many transactions to mail and also hate to waste the paper and resources for something that could and should be done electronically.

fanfare

Level 15

Unfortunately you can't attach a PDF copy of Form 8949 to your return if you Efile.

You can use TurboTax to prepare a Form 8949 with a summary of Short Term/Long Term transactions, then mail in your PDF summary (or other supporting documentation) after you Efile.

Click this link for more info on How to Enter a Summary in Lieu of Individual Transactions and Mailing Form 8949 for Summary Totals.

If you want to use TurboTax, but

TurboTax won't accept your CSV file, proceed as follows.

Adjust your csv files so the columns are in the same order as on Form 8949.

Put a header with your name tax year and SS Number

Use the summary option and then you can mail in the printout of the CSV files.
See the TurboTax instructions that will pop up.

You would use Category C and/or F since you don't have a 1099-B.

At tax time, you have the option to summarize your transactions by Sales Category.

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.