One Step "Intelligent Form 8949 Statement" Import

At, we are implementing Intelligent Tax Document™ technology, a technology that can make tax prep...

One Step Keyboard

The "What"

Users take the Form 8949 Statement generated by our app and, in ONE STEP, import into your tax software.

Your tax software:

  1. Accepts the PDF for attachment to the return AND
  2. Reads and imports the summary total amounts to be shown on Form 8949

No data entry tedium
No data entry confusion
No OCR errors
No rounding issues
One step and done


The "How"

The Form 8949 Statement PDF file includes the total amounts reportable on Form 8949 in the PDF internal document properties.

For complete implementation information, see How to Import Intelligent Form 8949 Statements into Tax Software.