Form 8949 for TaxAct Professional Tax Software

Conversion

For as little as $12.00, you can convert a downloaded broker 1099-B PDF or other data file to:

  1. Form 8949 data file directly importable into TaxAct Professional or a
  2. Form 8949 Statement PDF file for attachment to Form 1040

Try Then Buy

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

1. Import

You may directly import Form 8949 data into TaxAct Professional from form8949.com.

Here are the steps:

Step 1: Select File > Import > 1099.


Step 2: Click the "Electronic Import" button.


Step 3: Select Form8949.com from the list of 1099 import sources. Click "Continue".


Step 4: In the "File Number" and "Passcode" fields, enter the values provided from the Form8949.com app. Click "Continue".

Form8949.com App

TaxAct Professional


Step 5: View imported data.  


Step 6: Scroll to bottom of screen, click "Select All", click "Continue".  


Step 7: Click "OK"  


Step 8: Click "Continue"  


Step 9: View "Investment Sales - Summary"