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1040 - Importing DATA on Form 8949/1099-B
6 months ago
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Whether you are importing stock transactions or cryptocurrency transactions, this article demonstrates how to use the import function found on the 8949. The import ability allows information from a .csv file to carry into |
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Sections in this article:
Step 1 - Create a compatible .csv file.
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8949. |
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Step 1 - Create a compatible .csv file.
Follow the instructions below to successfully create the .csv file:
1. Create a .csv file with the Information to be Imported.
The format of the spreadsheet should be as follows: (colors used are for display and not required)
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The first row (very top line) needs to contain the exact text above and be in the same order. If this row is missing, the top row of data will not be imported. If there is different text in this row or the rows are in a different order an error will occur when the data is imported, but the import will still proceed and may not reflect all the necessary information.
Naming Conversions for the Top Row
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2. Save the spreadsheet as a .csv (comma delimited) file.
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Step 2 – Import the .csv file data into the 8949.
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1. Confirm the .csv file is closed on your pc/device.🖐 Note: failure
Failure to close the .csv file before importing may cause an error in the importing process.
2. Open the tax return.
3. Click Add Form.
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10. Click on Open to import the file.🖐 Note:
The information will be imported into the 8949
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