FreeTaxUSA Integration
Website: https://www.freetaxusa.com
YouTube Channel: https://www.youtube.com/@freetaxusa
Users of Form8949.com who use FreeTaxUSA for tax prep have the following integration options:
- Enter Detail Transactions
- Enter Summary Transactions
- Import Detail Transactions
- Import Summary Transactions
- Attach Form 8949 Statement
Enter Detail Transactions
Go to the 'Income' > 'Your Stocks or Investments Sold' screen in the program.
![](/images/freetaxusa/2022/1.png)
Select 'Stocks, Bonds, Mutual Funds', 'Save and Continue'.
![](/images/freetaxusa/2022/2.png)
Select 'One at a time', 'Save and Continue'. Follow the subsequent prompts.
![](/images/freetaxusa/2022/3x.png)
Enter Summary Transactions
Go to the 'Income' > 'Your Stocks or Investments Sold' screen in the program.
![](/images/freetaxusa/2022/1.png)
Select 'Stocks, Bonds, Mutual Funds', 'Save and Continue'.
![](/images/freetaxusa/2022/2.png)
Select 'Summary', 'Save and Continue'.
![](/images/freetaxusa/2022/3.png)
For each of your summary entries, complete the next 4 screens.
Enter the name of the 'Brokerage', 'Term', 'Proceeds', 'Cost'.
For 'Was the basis reported to the IRS', select the applicable value of: 'Yes', 'No', or 'I didn't receive Form 1099-B'
![](/images/freetaxusa/2022/4.png)
![](/images/freetaxusa/2022/4b.png)
If you have wash sale adjustments, check the 'Yes' box.
But wash sale adjustments are entered on a subsequent screen
![](/images/freetaxusa/2022/5.png)
If you have wash sale adjustments, check the 'Yes' box.
![Wash sale adjustments](/images/freetaxusa/2022/6.png)
If you have wash sale adjustments, enter the total amount.
![](/images/freetaxusa/2022/7.png)
Import Detail Transactions
This option is NOT AVAILABLE.
Import Summary Transactions
This option is NOT AVAILABLE.
Attach Form 8949 Statement
During the e-file step, the FreeTaxUSA program will give you the opportunity to upload your Form 8949 Statement PDF file.
FreeTaxUSA will present you with a 'File Attachments' screen.
Click the 'Add' button.
![FreeTaxUSA](https://www.form8949.com/images/freetaxusa/2022/freetaxusa-attach-1.png)
On the 'Attach A File' screen drag and drop your PDF into the 'Drop your PDF here' area.
Then click the 'Upload Attachment' button.
![FreeTaxUSA](https://www.form8949.com/images/freetaxusa/2022/freetaxusa-attach-2.png)
The next screen 'File Attachments' will confirm the upload and attachment of your file.
![FreeTaxUSA](https://www.form8949.com/images/freetaxusa/2022/freetaxusa-attach-3.png)
The Form 8949 generated by FreeTaxUSA will reference the statement.
![](/images/freetaxusa/2022/9.png)
If you have more up-to-date information, please email support@form8949.com.