Form 8949 - Forcing to Print When Not Required
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The IRS does not require all transactions to be reported on Form 8949 Sales and Other Dispositions of Capital Assets. For transactions with reporting category "A" or "D" (meaning the cost basis was reported to the IRS), if there is no adjustment code/amount, they can be reported directly on Schedule D (Form 1040) Capital Gains and Losses, Lines 1a and 8a, respectively. If you would like all of your transactions to be listed on Form 8949, you can force the program to print Form 8949. They will then be reported on Schedule D, Lines 1b and 8b.

To force all transactions to be listed on Form 8949:

  1. From within your TaxAct return (Online or Desktop), click Federal (on smaller devices, click in the top left corner of your screen, then click Federal).
  2. Click the Partners Share of Income and Deductions (Schedule K) dropdown, click the Gain or loss on the sale of investments dropdown, then click Print all Capital Gain/Loss Transactions on Form 8949.
  3. On the screen titled Investment Income - Form 8949, click the Checkbox next to Print all capital gain/loss transactions on Form 8949, then click Continue.

The TaxAct program will only print both pages of Form 8949 if you have entered both short-term and long-term transactions.

Per IRS Instructions for Form 8949, on page 3:

You don't need to complete and file an entire copy of Form 8949 (Parts I and II) if you can check a single box to describe all your transactions. In that case, complete and file either Part I or II and check the box that describes the transactions.

Otherwise, complete a separate Part I or II for each category of your transactions, as described above.


Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.