Get the free form 8949 continuation sheet

Department of the Treasury (99) Internal Revenue Service 2009 See instructions for Schedule D (Form 1040). Attach to Schedule D to list additional transactions for lines 1 and 8. Name(s) shown on

How to fill out form 8949 continuation sheet

How to fill out Form 8949 continuation sheet:

1. Begin by obtaining a copy of the official Form 8949 continuation sheet from the Internal Revenue Service (IRS) website or your tax preparation software.
2. On the top of the form, enter your name, Social Security number (SSN), and the tax year to which the form applies.
3. In Part I of the form, provide a detailed description of the property for which you are reporting a transaction. Include information such as the name of the corporation or issuer, the number of shares or units, and any other relevant details.
4. Indicate the applicable code from the list provided on the form that corresponds to the type of property being reported.
5. Enter the date of acquisition and the date of sale or disposition of the property in the designated columns.
6. Report the sales proceeds, cost or other basis, and the gain or loss for each transaction separately in the appropriate columns.
7. If necessary, continue reporting additional transactions on additional continuation sheets, ensuring that you maintain consistency in providing all required information.
8. Sum up the totals of the different columns and enter the appropriate figures in the designated spaces at the bottom of the form.
9. Sign and date the form to certify the accuracy of the information provided.
10. Attach the completed Form 8949 continuation sheet to your tax return when filing.

Who needs Form 8949 continuation sheet:

1. Individuals who have engaged in various types of capital asset transactions during the tax year may need to use the Form 8949 continuation sheet.
2. Taxpayers who have sold or exchanged stocks, bonds, mutual funds, real estate, or other capital assets for which there is a gain or loss should use this form to report the details of those transactions.
3. It is essential for individuals who have multiple capital asset transactions that cannot fit on a single page of Form 8949 to use the Form 8949 continuation sheet to accurately report all their transactions.

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What is form 8949 continuation sheet?

Form 8949 continuation sheet is an additional document that is used to provide additional details for transactions reported on Form 8949, which is used to report capital gains and losses.

Who is required to file form 8949 continuation sheet?

Taxpayers who have multiple transactions to report on Form 8949 that cannot fit on the main form are required to file the form 8949 continuation sheet.

How to fill out form 8949 continuation sheet?

To fill out the form 8949 continuation sheet, taxpayers need to provide the same information required on the main Form 8949, including the type of transaction, dates, cost basis, sale proceeds, and adjustments.

What is the purpose of form 8949 continuation sheet?

The purpose of the form 8949 continuation sheet is to provide additional space for taxpayers to report all their transactions when the main form does not have enough space.

What information must be reported on form 8949 continuation sheet?

The form 8949 continuation sheet must include the same information as the main Form 8949, which includes the description of property, dates of acquisition and sale, cost basis, sale proceeds, adjustments, and gain or loss.