Get 8949 Form

The 8949 Form is essential for reporting sales and other dispositions of capital assets. This guide provides a step-by-step approach to filling out the form online, ensuring that users can efficiently navigate each section and field.

Follow the steps to complete the 8949 Form online.

1. Press the ‘Get Form’ button to access the 8949 Form and open it for editing.
2. Identify the appropriate part of the form (Part I for short-term capital gains and losses or Part II for long-term capital gains and losses) that pertains to your transactions.
3. Check the relevant box indicating whether your transactions are reported on Form 1099-B with basis reported to the IRS, on Form 1099-B without basis reported, or cannot check either option.
4. Fill in the description of property, including the number of shares and the company name in column (a).
5. Enter the date acquired and the date sold in columns (c) and (d) respectively, using the month, day, and year format.
6. Provide the sales price in column (e) and the cost or other basis in column (f) as instructed.
7. Complete columns (b) and (g) only if you have read the specific instructions, otherwise, leave them blank.
8. Add the amounts from columns (e) and (f), and total the values under adjustments to gain or loss in column (g) as applicable.
9. Once all the fields are filled out, you can save changes, download, print, or share the completed form as needed.

Start filling out your documents online today for a seamless experience.