Form 8949 - Forcing to Print When Not Required
1

Starting in 2013, the IRS does not require all transactions to be reported on Form 8949. For transactions with reporting category A or D (meaning the cost basis was reported to the IRS), if there is no adjustment code/amount they can be reported directly on Schedule D, Lines 1a and 8a, respectively. If you would like all of your transactions to be listed on Form 8949, you can force the program to print these transaction on Form 8949. They will then be reported on Schedule D, Lines 1b and 8b.

To force all transactions to be listed on Form 8949:

  1. From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click the menu icon in the upper left-hand corner, then select Federal
  2. Click on Investment Income to expand the category
  3. Click on Gain or loss on the sale of investments
  4. Click on Print all capital gain or (loss) transactions on Form 8949
  5. Check the box

The TaxAct program will only print both pages 1 and 2 of Form 8949 if you have entered both short- and long-term transactions, per the IRS Instructions for Form 8949, page 3:

You don't need to complete and file an entire copy of Form 8949 (Part I and Part II) if you can check a single box to describe all your transactions. In that case, complete and file either Part I or Part II and check the box that describes the transactions. Otherwise, complete a separate Part I or Part II for each category of your transactions, as described above.