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Capital Gains

Attach a Form 8949 statement

You can attach an acceptable statement to Form 8949, Sales and Other Dispositions of Capital Assets instead of reporting each transaction separately in the statement window for the
Capital gain or (losses)
 field in the
Income
 screen. If you submit an acceptable statement instead of separately entering each transaction, you need to attach the statement to the return as a PDF file.
  1. Go to the
    Income
     screen and select the statement window button for the
    Capital gains or (losses)
     field.
  2. Enter the following in the
    Statements from Income
     statement window:
    1. See attached
       followed by any additional descriptive text that associates this entry with an 8949 entry in the Description column.
      note
      You can also enter
      See statement
       or
      See stmnt
       in the Description column.
    2. Various
       in the Date Acquired and Date Sold columns
    3. Code
      1
       (short-term) or
      2
       (long-term) in the Force column to differentiate between short-term and long-term transactions.
  3. Select
    Edit
    , then
    Electronic Filing Attachments
    .
  4. Select
    Add
    .
  5. Select
    Federal
     in the
    Product
     field.
  6. Select
    Tax return
     in the
    Return
     field.
  7. Select
    Form 8949 Exception to reporting
     in the
    Attachment title
     field.
  8. Select
    Browse
     and attach the Form 8949 statement PDF from your computer.
  9. Create the electronic file.
    note
    You can attach more PDF documents that support Form 8949 to the electronic file.

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