Attaching Form 8949 to Schedule D.

Forum|Forum|5 years ago
February 21, 2021
3 replies
10 views

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

ProConnect Tax

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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-8949/00/5333

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.

Answers are easy. Questions are hard!

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?

---------------------------------------------------------------------------------Still an AllStar

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.

Answers are easy. Questions are hard!

C

coopacctAuthor

Level 2

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.

George4Tacks

Level 15

https://proconnect.intuit.com/community/electronic-filing/help/how-to-attach-a-pdf-to-form-1040-for-e-file/00/5263

Answers are easy. Questions are hard!

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