Form 8949 for Intuit ProSeries Tax Software

Tax professionals who use Intuit ProSeries can get 50% to 67% off regular processing fees. Learn how.

PDF Attachment

You can convert a downloaded broker 1099-B or 1099-DA data file to a Form 8949 Statement PDF file for attachment to Form 1040 in Intuit ProSeries Tax software.

For attachment information, see https://proconnect.intuit.com/community/form-1040/help/how-do-i-attach-a-stock-summary-to-the-schedule-d-and-form-8949/00/4244 .

Tax Form Dropoff Feature

Inside ProSeries tax professionals request an email to be sent to the client (or person using the Form8949.com app on behalf of the client).

Clients click on the link shown in the email as seen below.

Sample email:

Clients will need to create an Intuit account if they don't already have one.

Clients select 1099-B as type of document and clicks 1099-B download.

Client selects Form8949.com as source.

Client enters the assigned tax document id and tax document code from the Form8949.com app and clicks 'Get my forms'.

Intuit will indicate that the data is available to the preparer in ProSeries.