# Form 8949

URL: https://pdf.net/pdf-forms/tax-forms/form-8949
Category: Tax Forms
Attributes: 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.

## Versions

- 2025 — [download PDF](https://cdn.sanity.io/files/i16te7yp/production/c9a897aa4fdc597288c74cf4ca8c7a75df2eb1d1.pdf)

## 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.

## Facts

### 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.

## Related forms

- [Schedule D (Form 1040)](https://pdf.net/pdf-forms/tax-forms/schedule-d-form-1040)
- [Form 1099-R](https://pdf.net/pdf-forms/tax-forms/form-1099-r)
- [Schedule E (Form 1040)](https://pdf.net/pdf-forms/tax-forms/schedule-e-form-1040)
- [1099-MISC Form](https://pdf.net/pdf-forms/tax-forms/1099-misc-form)
- [Form 1040-X](https://pdf.net/pdf-forms/tax-forms/form-1040-x)