Where do I upload my Form 8949 data from TD Ameritrade? In Income & Expenses or Your tax returns & documents or elsewhere? And I have it in PDF format. Is that OK?
I'm using TT online. Those are in the page I get when I log in, "Hi Ernest, let's keep working on your taxes!"
03296
3 Replies
fanfare
Level 15
Mar 22, 2023 6:44:03 AM
you cannot attach 1099-B PDF unless TurboTax asks for it.
if you use the summarize aka "mail-in" option, you will be prompted as necessary.
When you enter investment sales or exchanges from Form 1099-B in TurboTax, we'll automatically fill out Form 8949 Sales and Other Dispositions of Capital Assets and transfer the info to Schedule D. You don't need to fill out the 8949 yourself.