It is possible to attach multiple PDF files to represent summary totals for Form 8949 Sales and Other Dispositions of Capital Assets. In a situation where a single PDF file would be quite large in size, it may even be necessary to attach multiple PDF files as there is a size limitation of 3 MB for attachments in the TaxAct Online program (2 MB for the Desktop program).
To understand better how PDF attachments are supported for Form 8949, follow the steps below to view the form. Multiple copies of this summary form can be created in the return, then one PDF attachment is used to represent the information contained in each summary form. Each form can represent up to six worksheets in the return (one worksheet for each of the six different reporting categories on the form); however, there would still be only one PDF to represent each Form 8949 Attachment Information Summary form created. If multiple forms would represent the same brokerage, you would need to somehow differentiate the brokerage name entry for each form (i.e. TD Ameritrade 1, TD Ameritrade 2, TD Ameritrade 3, etc.).
To view the Form 8949 Attachment Information Summary form:
Note. If you see a message indicating you have not paid your return fees, click the View/Pay your return fees link, which will direct you through the Paper Filing steps. Continue through the screens until you have processed the payment for your product fees and then repeat the steps to print.
To enter the information for each Form 8949 Attachment Information Summary form (each form created would then be represented by a PDF which would be attached to the return in the filing steps):
Note. If you have more than six brokerage statements, you would want to enter the six containing the most transactions by this method and then enter the transactions on the other statements via another method.
Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.