Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Form 8949 is not Generating

Intuit Help

Form 8949 is not Generating

If Form 8949 isn't required, Lacerte will aggregate the totals from all transactions on Schedule D.

This applies only to transactions, other than sales of collectibles, for which:

  • You received a Form 1099-B (or substitute statement) that shows basis was reported to the IRS and doesn't show any adjustments;
  • The Ordinary box on the 1099-B isn’t checked; and
  • You don't need to make any adjustments to the basis or type of gain or (loss) reported on Form 1099-B (or substitute statement), or to your gain or (loss).

If you choose to report these transactions directly on Schedule D, you don't need to include them on Form 8949 and don't need to attach a statement.

Related topics:

Was this helpful?

You must sign in to vote, reply, or post
Labels (1)