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The tax year 2013 edition of our online application to generate 2013 Schedule D and Form 8949 has new features including:
- New custom interface and application for clients of Tradier Brokerage
- Enhanced Support for Users of TaxACT: Through a new relationship with TaxACT, users can directly import transaction data from Form8949.com into the TaxACT program. For more information, see the Form8949.com custom application explanation and/or video. Also see the TaxACT Import Steps .
- Improved Support for Multiple Broker Accounts: If you have more than one broker account, we can 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 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.
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.
If your broker does not participate in the TaxACT electronic import program, we can convert from TXF and other formats and make your data available for direct import into TaxACT.
Or if you have more than 2,000 transactions, use our site to generate Form 8949 Statements for attachment to your tax return.
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.
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.
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.
The 2013 edition of IRS Form 8949 only has room for 14 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.