3062829
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

include schedule D and 8949 on state return?

I have substantial capital gains. Am I required to submit a copy of schedule D and 8949 with my NY state return?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
rjs
Level 15
Level 15

include schedule D and 8949 on state return?

If Schedule D was required in your federal tax return, you have to include a copy of the federal Schedule D (but not Form 8949) with your New York return. If you e-file your New York return TurboTax will automatically include the federal Schedule D. If you print your New York return to file by mail, TurboTax will include the federal Schedule D when you print your state return for filing.

 

include schedule D and 8949 on state return?

When I print "all official forms required for filing" Turbo Tax includes form 8949, in addition to Schedule D. That's why I thought that 8949 needs to be included.

rjs
Level 15
Level 15

include schedule D and 8949 on state return?

I missed the fact that TurboTax includes Form 8949. They are probably right. In any case, it won't hurt to include it. The instructions from New York are not clear. And you certainly do have to include Schedule D.

 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question