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FORM8949.COM Recommended Workflow
"Form 8949 Statements"
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.
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:
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.
Tax Year 2015
Clients of Merrill Lynch / Merrill Edge
Good news! The Merrill Lynch servers now support up to 80,000 broker transactions.
Solution for Active Traders Using TurboTax
Support for TaxAct Users
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 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.
For 2015 Tax Returns: If your Tax Professional uses Intuit Lacerte, Intuit Tax Online, or Intuit ProSeries software, you can deliver the statements and data you generate at Form8949.com electronically to your tax preparer thru the "Intuit Link" and tax import features.
Do you prepare your income tax return by hand?
For many taxpayers with simple returns, money can be saved by preparing Form 1040, Schedule A, and Schedule B by hand.
However, if you have more than a few brokerage transactions, it doesn't make sense to prepare Schedules D and Form 8949 by hand. For just $10, we can generate these schedules for you and save you the time and tedium of transcribing broker transaction data.
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.
Our Tax Document Distribution Site