Using the Form8949.com App is as Simple as 1, 2, 3

1. Collect

For each of your broker accounts

Download your broker 1099-B data file

Upload the file to our app

See list of supported brokers and files

2. Perfect

Review the generated app results

If there is any missing or incorrect information

Download the data to Excel or export to Google Sheets

Edit the Excel spreadsheet or Google Sheet

Then upload or import the corrected data into the app

3. Integrate

Integrate the outputs of our app with your tax software

Import the Form 8949 data

Or attach a Form 8949 statement

Try Then Buy

The Form8949.com app helps you self-prepare your 2024 or prior year Form 8949 and Schedule D (and Form 4797, if applicable). The app can also help you import your data into tax software applications.

You don't pay until after you review and approve our web application results.