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Form Instructions 8949 MS: What You Should Know

Note: The Form 8949 Import button opens a browser window, which you can close by either clicking the Back button on your screen or clicking on the Import button in the window.  If your client has a Form W-2 or W-2c, you can manually enter their information in the fields provided at the bottom of the page.  If your client's tax return is from a calendar year, we'll need your client info in order to match the return. When the information is entered, you'll see a button “Match.” Click this button to view information on your client's return. In the “Match data” window you'll see either a button “Form 8949” or “10069.” Click either of the two buttons to view Form 8949 data. Select the information in the box provided to see the details of the form. Note: You can also use the Form 8949 screen in the Form 8949 import window to add a payment or remittance for the tax owed for sales from an LLC on the Form 3907 and Form 8938. The “Complete Form 8949” button on the Form 8949 Import wizard will help you get started.  Note: Note to Taxpayers who are completing a tax return for the first time, and who do not have a W-2 or a W-2c Form 8949 will be completed for each taxable sale or exchange with respect to which they itemize. However, all tax paid for such sales or exchange should be reported on Form 3115.  How To Do an Imported Form 8949 Return: If your client sends a Form 8949 that has been imported successfully, make a note in their file to indicate the date and location of the filing, and mark the transaction as filed in box 17 on their Form 8949.  If the client sends a Form 8949 that is incomplete, or fails to include Boxes IFIC, I­F, I­G, and J, they will have to file an incomplete form 8949 and attach it to their return.  For additional assistance please call the Customer Care Center at. To see the online instructions, click here. What Is An Imported Form 8949? There are two types of Imported Form 8949 returns: An Imported Form 8949 is any return that was filed directly from a U.S. address before January 1, 2018.

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