YouTube Channel: https://www.youtube.com/c/taxslayer
Users of Form8949.com who use TaxSlayer 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
Complete the "Capital Gains Transaction" screen (see below) for each transaction.
Enter Summary Transactions
Complete this screen for each summary transaction.
To indicate this is a summary transaction, check the "Reporting Multiple Transactions on a Single Row" box.
Import Detail Transactions
You may upload a CSV file of transaction data.
However, the CSV template does not provide for:
- transactions with adjustments
- transactions for which basis was not reported to IRS (Form 8949 Copy B, E)
- transactions not reported on 1099-B (Form 8949 Copy C, F)
Import Summary Transactions
This option is NOT AVAILABLE.
Attach Form 8949 Statement
This option does not appear to be available.
If you have more up-to-date information, please email email@example.com.