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Form 8949 is used to report the sale or exchange of capital assets such as stocks, bonds, mutual funds, real estate, and cryptocurrency. The totals from Form 8949 flow into Schedule D of Form 1040 to determine your net capital gain or loss for the tax year.
Determine whether your transactions are short-term (held one year or less) or long-term (held more than one year).
Check the appropriate box (A, B, or C) for short-term and (D, E, or F) for long-term based on whether basis was reported to the IRS.
For each transaction: enter the asset description, date acquired, date sold, proceeds (sales price), and cost basis.
In column (f), enter any adjustment code if the basis on your 1099-B needs correction (e.g., code B for incorrect basis, code W for wash sale).
In column (g), enter the amount of the adjustment.
Calculate the gain or loss for each transaction in column (h).
Total all transactions at the bottom of each page.
Transfer the totals to Schedule D (Form 1040).
Skip the manual work — let AI fill Form 8949 for you
If your 1099-B shows the correct basis and the transactions were reported to the IRS, you may be able to skip Form 8949 and report directly on Schedule D. But if you need to adjust basis (wash sales, inherited property, etc.), you must use Form 8949.
Each crypto sale, exchange, or disposal is reported as a separate line on Form 8949. Enter the crypto name as the description, the date acquired, date sold, proceeds, and cost basis. Use adjustment codes as needed.
You can attach a statement with the same information as Form 8949 in a similar format. Enter the totals on the actual form and write "See attached statement." Many tax software programs automate this.
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