Form 8949 - Forcing to Print When Not Required
1
Generally, the IRS does not require all transactions to be reported on Form 8949, Sales and Other Dispositions of Capital Assets. 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 (Form 1040), Capital Gains and Losses, Lines 1a and 8a, respectively. If you would like all your transactions to be listed on Form 8949, you can force the program to print transactions on Form 8949. They will then be reported on Schedule D, Lines 1b or 8b.

To force the transactions to be printed on Form 8949, follow the steps below.

Online 
Dashboard 
  1. From within your TaxAct return, click Resources.
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.  
  2. Under My Return, click Federal Search
  3. Click the Investment Income drop-down, and then click Gain or loss on the sale of investments and then Print all capital gain or (loss) transactions on Form 8949.
  4. On the Investment Income - Form 8949 screen, click the checkbox next to Print all capital gain or (loss) transactions on Form 8949, then click Continue.
Classic 
  1. From within your TaxAct return, click Federal. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.  
  2. Click the Investment Income drop-down, and then click Gain or loss on the sale of investments and then Print all capital gain or (loss) transactions on Form 8949.
  3. On the Investment Income - Form 8949 screen, click the checkbox next to Print all capital gain or (loss) transactions on Form 8949, then click Continue.
Desktop 
  1. From within your TaxAct return, click Federal. 
  2. Click the Investment Income drop-down, and then click Gain or loss on the sale of investments and then Print all capital gain or (loss) transactions on Form 8949.
  3. On the Investment Income - Form 8949 screen, click the checkbox next to Print all capital gain or (loss) transactions on Form 8949, then click Continue.
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 IRS Instructions for Form 8949.
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 earlier.

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