A Form 8949 is an IRS form used to report sales and exchanges of capital assets and reconcile them with Forms 1099. You can get an editable Form 8949 to complete online with our easy-to-use editor tool.
Form 8949
2025
Official IRS form
Form 8949
2025
Official IRS form
A Form 8949 is an IRS form used to report sales and exchanges of capital assets and reconcile them with Forms 1099. You can get an editable Form 8949 to complete online with our easy-to-use editor tool.
How to Fill Out a Form 8949
Step 1: Open an editable Form 8949.
Step 2: Enter your taxpayer details.
Step 3: Separate short-term and long-term transactions.
Step 4: Report proceeds and cost basis.
Step 5: Add adjustments in columns (f) and (g).
Step 6: Get your total results and transfer them to Schedule D.
What Is a Form 8949 Used For?
A Form 8949 is used to report each sale or exchange of a capital asset, including stocks, real estate, and digital assets. It also reconciles amounts reported on Forms 1099-B, 1099-DA, or 1099-S with what you report on your return, including any adjustments.
Who Should Use a Form 8949?
You should use a Form 8949 if you sold or disposed of capital assets during the year. It applies to individuals, businesses, and trusts, including reporting items like nonbusiness bad debts, worthless securities, and certain investment elections.
When Is the Form 8949 Due?
The Form 8949 is due with your tax return. If you file an extension, the deadline is extended, but you must still report your transactions accurately.
What Happens If a Form 8949 Is Not Submitted?
If your Form 8949 is not submitted, the IRS may identify mismatches between your return and reported 1099 data. This can result in notices, processing delays, or penalties if gains or losses are not properly reported.
How and Where Do I File a Form 8949?
You file the Form 8949 with Schedule D as part of your federal tax return. It can be submitted electronically or by mail to the IRS. Totals from your Form 8949 must be carried over to Schedule D to calculate your overall capital gain or loss.
How to Get Your Form 8949
1
Open your fillable Form 8949
2
Complete the required fields
3
Download the finished Form 8949
#1. How do I get a blank Form 8949?
To get a blank Form 8949, open our PDF Forms page and look under the Tax Forms category. Click on it, and you will be directed to a new tab where you can use a full suite of tools to fill out your Form 8949.
#2. Can I submit the Form 8949 electronically?
Yes, you can submit your Form 8949 electronically as part of your tax return. Get your Form 8949 download from pdf.net after completion and e-file it.
#3. What if my Form 8949 is missing information?
If your Form 8949 is missing information, open it in our online editor tool and update it. Reviewing the Form 8949 instructions while completing the fillable form ensures you won’t accidentally leave anything out.
#4. Can I fill out my Form 8949 online?
Yes, you can fill out your Form 8949 online by using pdf.net. Our PDF platform lets you type directly into the fields and check boxes. When you are done, click Download in the top right corner to save a completed copy.
#5. Is this form free?
This form is free to view and access on pdf.net. However, you will need to register for an account and purchase a plan to download the printable Form 8949. You can learn more about the available plans on our Pricing page.
#6. Can I correct mistakes on a Form 8949?
Yes, you can correct mistakes on your Form 8949 by reopening it on our online editor tool and updating your changes. Cross-check it with a Form 8949 example to avoid making errors. Afterward, simply download your filled-out form for filing along with your Schedule D.
#7. How long does it take to process a Form 8949?
It takes approximately 21 days for the IRS to process an electronically filed Form 1040 (Schedule D), which is what you file your Form 8949 with. Make sure your fillable Form 8949 is complete and accurate to avoid further delays.
#8. Do I need a Form 8949 if I have a Form 1099?
You still need a Form 8949 if you have a Form 1099, in most cases. Fill out Form 8949 to report each transaction and reconcile it with your 1099 forms, unless you qualify for specific IRS exceptions.
#9. What is the difference between a Form 1099-B and a Form 8949?
The difference between Form 1099-B and Form 8949 is that Form 1099-B is issued by your broker to report your investment transactions, while Form 8949 is the form you use to report those transactions to the IRS, including any adjustments or corrections.