Turbotax won't print all of the forms

[longtimealaskan]

I have all of my tax data entered but Turbotax won't print all of the forms.  Specifically I have several pages of Form 8949 for stock and mutual fund sales but Turbotax will print only part of the pages.  The  pages don't show when I look form the forms 8949.  The tax data has been entered, why don't all of the forms show and print?

[longtimealaskan]

Here's some additional information.  If I look at various data entries and look at the relevant form at the bottom of that page the relevant form shown always appears to be "1099-B Wks".  The problem appears to be that some of the data from the 1099-B Wks is converted to Form 8949 but other data is not converted to Form 8949.  I have one situation where part of the tax entries for a specific mutual fund are shown on Form 8949 while other data entries for the same mutual fund are not included on Form 8949.

[fanfare]

Since you are using Turbotax you are stuck with the Turbotax algorithm for what to put on Form 8949.

Check your Schedule D to  verify that the totals are in accord with your 1099-B. Then file it.

[longtimealaskan]

I've never had this happen in all of the years I've been using Turbotax.  I do not efile my taxes.  I use turbotax to do my taxes so I can doublecheck all the numbers and makes sure I'm not missing anything and then I file a paper tax return.  I don't trust efiling.

There must be some way to get it to print the forms 8949.  I checked the totals and they are very close but something they are off a bit.  Even if I were to efile the entries that are missing would not be filed because they only show as worksheets.

[mesquitebean]

How did you enter the sales data from your 1099-B?   Did you import it from the brokerage?   Or did you enter it manually?  

If manually, where/how did you enter it?  Did you enter it in the interview step-by-step mode, or did you try to do it in Forms Mode?     If you did not import it, then when entering the data manually, interview step-by-step mode is recommended, since it's easy to screw things up in Forms Mode, since there is an intricate connection for how things flow between the 1099-B worksheet, the Form 8949, and the Schedule D.

You mentioned "Relevant Form."   If you are entering transactions in interview step-by-step mode, then the "Relevant Form" button will show you the 1099-B Worksheet because that's where the entries first flow.  Instead of using "Relevant Form" (which is a quick glimpse at where the entries are being reported, while keeping you in interview mode), actually switch to Forms Mode.  Once in Forms Mode, review the list of forms in the left column forms list.  You may see more than 1 copy of Form 8949 in the list.

Your transactions may require more than 1 Form 8949, depending on the holding periods and whether or not the shares are covered/non-covered.   Only 2 categories of holding periods can be shown on each Form 8949.  So it may take more than one Form 8949 if you have more than 2 categories of holding periods; i.e., if you have any 3 of these categories it will take 2 Forms 8949.

Short term, covered

Short term, non-covered

Short term, not reported

Long term, covered

Long term, non-covered

Long term, not reported

When you switch to Forms Mode, you can look at the left column forms list to see if there is more than 1 copy of Form 8949.  Each Form 8949 has a Part 1 (short term) and a Part II (long-term)

On a user bulletin board setting like this it's hard to picture and understand exactly what all you are experiencing on your forms.  I personally don't understand it from your description, so I can't really help you with the specific problem you are experiencing.

If you don't get suggestions that help you resolve it here in this public forum, you may wish to phone TurboTax Support during business hours so they can question you in realtime.

Support hours are 5AM-5PM Pacific (8AM-8PM Eastern), Mon-Fri

You can use this contact form to get a phone number:
https://support.turbotax.intuit.com/contact

[longtimealaskan]

Thank you for responding.  I entered the data manually step by step (Description, date of sale, Date acquired, sale price, cost, and category).  I found the relevant worksheets for the entries.  All of the data I entered shows up on the 1099-B worksheets and the list of all the sales for that brokerage firm.  But only part of my entries show up on Form 8949.  I read that the data entered into Turbotax is automatically transferred to Form 8949.  In my case for whatever reason that is not happening with all of the data I entered.

In one case with a mutual fund, all of the data is entered and shows up on the 1099-B worksheets and the list of all sales for that brokerage firm.  I had some sales of that mutual fund in Category D and some sales in Category E.  All the sales of that mutual fund in Category E show up on the Form 8949 but none of the sales of that mutual fund in Category D are shown on Form 8949.  I printed out my return requesting that all forms to be included in the tax return be printed.  I’m still missing several pages of Form 8949.  I tried printing only Schedule D and forms 8949.  Again I’m missing several pages of Forms 8949.  The list of forms shows 2 copies of Form 8949.  I should have about 4 copies.

I’ve been using Turbotax for over 20 years and have never had this problem before.  I handled each entry in the same way and I can find the entries so I don't think I made a mistake in the way I entered them.

[mesquitebean]

Are the totals at the bottom of both copies of Form 8949 correct even if everything is not listed?  The totals from the Form 8949 flow to Schedule D.   Is everything correct on Schedule D; i.e., are all the totals correct on Schedule D?  

Why you can't view/print more pages of each copy of Form 8949, I don't know.  I'm a fellow user, not a tax person. I have no way to run a scenario on that many transactions.

You can phone TurboTax Support during business hours today using the contact method I left above.  It's also possible others may comment in this forum today.

[longtimealaskan]

I can't verify the totals on all of Forms 8949 since some of those forms do not show.  However, the totals on schedule D appear to be correct.  I'll contact Turbotax and ask them how to get the forms to show.  I can't submit my tax return until I have all of the documentation.

Thank you again for hanging in there and trying to help me with my question.  I sincerely appreciate it.

[fanfare]

as an active investor, be aware that your category Box A sales without adjustments do not require Form 8949, so there is no reason to key in or import those transactions.
instead use the "enter a summary" option to put your numbers on Schedule D Line 1a.
Same goes for Category Box D. the numbers go on Schedule D Line 8a.

You haven't had this problem before because, based on other complaints here, TurboTax has changed its algorithm this year.

It is applying the rules above , but causing only confusion since it is not consistent.

Of course, it should not be changing your explicitly entered transaction detail into transaction summary behind your back. Obvious to you and me, but evidently not to TurboTax developers.

[longtimealaskan]

I did find that today while reading IRS guidelines.  Turbotax is inconsistent though.  I have some short term sales (Box A) that are reported on Form 8949 and some short term sales that are not reported on Form 8949.  The same thing for long term sales (Box D).  IRS said Form 8949 didn't need to be submitted but they could be voluntarily submitted and it would likely be easier if there is a mixture of transactions.  I would rather Turbotax let the taxpayer decide whether or not to submit the forms rather than seeing them be inconsistent.  I will create an Excel spreadsheet with the data because I don't trust Turbotax after I saw they were inconsistent.  

[fanfare]

you said above your Schedule D category subtotals and grand totals were correct. That's all that matters and you can e-File.

[tpopplewell]

Is there a way to force Turbo Tax to print all my sales of stocks on Forms 8949 without Turbo Tax doing the summary on lines 1a and 8a of Schedule D.  I use desktop Premier

[SForrestLO]

Why are some IRS forms missing when I print my return for filing?
https://ttlc.intuit.com/community/printing/help/why-are-some-irs-forms-missing-when-i-print-my-retur...

@tpopplewell

[mesquitebean]

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@ tpopplewell wrote:

Is there a way to force Turbo Tax to print all my sales of stocks on Forms 8949 without Turbo Tax doing the summary on lines 1a and 8a of Schedule D.  I use desktop Premier

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We don't know what stage you are in and what all you are doing and why.

Have you already filed?  Or are you still in the preparation stage and want to make that change prior to filing?

If TurboTax is using the summary method on Sch D, lines 1a and 8a, that means you instructed it to.   If you haven't yet filed and want to change that instruction, here's how:

  When you first begin to enter your 1099-B a screen says "Tell us about your 1099-B", and the first question on that page asks you to choose between:

• I'll enter one sale at a time.
• I'll enter a summary for each category.

The first method creates Forms 8949.   The second method (summary) does not.

[midelson1]

I can't find Form 8949 after entering data on Schedule D, Long Term Capital Gains and Losses, line 8b.  The Quick Zoom to 8949 says 8949 will be created automatically, but 8949 is not created.  Review says Schedule D is incomplete and the Forms in my Return list says Schedule D is incomplete.  The entries on Schedule D are in red.

What is wrong?