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Adding Form 8949/1099-B

  1. Select Add Form.

    image-20241003-202401.png

  2. Locate and select Form 8949/1099-B. Double-click to add.

  3. Select Form 8949. Double-click to add the form.

  4. Complete the 8949, filling in all applicable sections. The sections you complete will depend on the asset(s) you are reporting.

    1. If you run out of room on the 8949/1099-B use Add Form to add a second 8949/1099-B.

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