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How to Use Our Web Application
New Features for Tax Year 2012

The tax year 2012 edition of our online application to generate 2012 Schedule D and Form 8949 includes many new features including:

  • Support for Multiple Broker Accounts: If you have more than one broker account, we can now merge your data for you. After you submit data from one brokerage firm, you can add data from another brokerage firm or account. Up to 9 accounts are allowed.
  • OFX Direct Connect: If your broker hosts an Open Financial Exchange (OFX) server, you can now retrieve your realized gain and loss data directly from your broker inside the application. See the broker information page on our web site for a list of brokers. Please email us if your broker is not listed.
  • One Application for All Users: Going forward we will have one app for all users. Previously, we had a separate application for Active Traders.
  • Download Center: After you have paid for your data conversion services at PayPal, you can return to our web site and retrieve your data conversion results from our new Download Center.
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Solution for Active Traders Using TurboTax

Do you use TurboTax Online and have more than 500 transactions ? or more than 2,000 transactions and use TurboTax Desktop Editions ? We can help.

A article on the TurboTax web site describes the limitations of TurboTax import and recommends our web site as a work around solution.

See our special solution for TurboTax users for more information.

New Support for TaxACT Users

If your broker does not generate TaxACT-compatible .CSV files, we will convert from TXF and other formats to a .CSV file for use with TaxACT.

Or if you have more than 2,000 transactions, use our site to generate Form 8949 for attachment to your tax return.

Learn more.

TurboTax Online Solution

Do you use TurboTax Online? TurboTax desktop editions can import TXF files -- but the online edition cannot. TurboTax Online only imports from OFX servers. Does your broker supply TXF files but not host an OFX server?

It is our understanding the following brokers fall into this category:

  • Interactive Brokers
  • Options House

We can help. Just submit your TXF file for conversion and we will host your data for import into TurboTax Online from our OFX server.

Save Tax Preparation Fees

Do you use a Tax Professional? Save tax preparation fees by using our site to generate schedules of your capital gains and losses for delivery to your preparer.

Excel Spreadsheet Conversion

We can convert your Excel spreadsheet (.xls) of realized gain and loss information to IRS Schedule D and Form 8949.

See the spreadsheet requirements page for more information including templates.

2012 "Form 8949 Statements"

The 2012 edition of IRS Form 8949 only has room for 16 transactions per page. If you have many hundreds of transactions, this will result in a lot of pages.

Our programs will generate both the official IRS Form 8949 and "Form 8949 Statements". These statements are acceptable to the IRS and hold 49 transactions per page, reducing the number of pages generated.

There is no extra change for this conversion service and you can use whichever edition you prefer for your tax filing.

You may download a sample IRS Form 8949 and a sample Form 8949 Statements to compare the two.

FORM8949.COM Recommended Workflow

At FORM8949.COM we have created a workflow that we believe works for many traders. See our overview and video that explain the process.