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Attaching Form 8949 to Schedule D.

coopacct
Level 1

Unable to attach Form 8949 to Schedule D. Instructions say to 'click' on 2nd Schedule D / 4797, I only have one.

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George4Tacks
Level 15

You can not attach an  8949 to a Schedule D. You can do an attachment to an 8949

https://proconnect.intuit.com/community/form-8949/help/attach-a-summary-statement-to-schedule-d-form...

If all the transactions are covered transactions, you do not even need to do an attachment, just enter summary amounts for short and for long. 


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itonewbie
Level 15

Agree with George.

ProConnect Tax is able to accommodate a large number of Sch D/F.8949 transactions.  What kind of problems are you having?

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George4Tacks
Level 15

Are they all covered transactions? If so, do not do #7 "Check the Summary from attached statement box." You can just make the two entries and the Schedule D will show the totals on lines 1a and 8a.

 


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coopacct
Level 1

I understand that for covered transactions, rather than entering the details,  I can check the summary box for attachments, which leads me to my next question; where can I attach my downloaded documents? 

I have been unable to locate the download area within the Input category.

Thank you so very much for your help.

 

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itonewbie
Level 15

@coopacct wrote:

I understand that for covered transactions, rather than entering the details,  I can check the summary box for attachments, which leads me to my next question; where can I attach my downloaded documents?


But if those are covered transactions that meet Exception 1 for F.8949, you won't have to include those on F.8949 or attach any statement.

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