H&R Block Integration

Users of Form8949.com who use H&R Block for tax prep have the following integration options:

Enter Detail Transactions

To avoid the tedium of manually entering your detail data, use the 'Import Detail Transactions' option described below.

Enter Summary Transactions

You may use the Import Summary Transactions option below or enter your summary transactions.

Follow the Block interview prompts.

Import Detail Transactions

The Form8949.com app will provide you with import codes as seen below.

You can import all transactions (#1 below).

Or, alternatively, you can take advantage of Exception 1 and aggregate qualifying transactions (#2 below).

Block Import Details

On the "What's the financial institution on this 1099-B" screen, click the "Other" button.

Then in the "Financial institution" field, enter "Form8949.com", then click "Next".

Enter the codes shown in our app.

Block Import Screen

Import Summary Transactions

The app will provide you with import codes to import summary transactions as seen below (#3).

Import Summary

Attach Form 8949 Statement

Information Coming Soon

If you have more up-to-date information, please email support@form8949.com.