Form 8949 boxes A-F
Use the
8949 Box
field in Part 1 or Part II to mark boxes A-F for the amounts entered on the B&D
or Broker
screen.Input | Result |
|---|---|
8949 Box, code 1 | Transactions grouped with Box A or D-type transactions. Group short-term transactions with Box A and group long-term transactions with Box D. |
8949 Box, code 2 | Transactions grouped with Box B or E-type transactions. Group Box B with short-term transactions and Box E with long-term transactions. |
8949 Box, code 3 | Transactions grouped with Box C or F-type transactions. Group short-term transactions with Box E and group long-term transactions with Box F. |
8949 Box, code 4 | Transactions combined with other code 4 transactions and reported directly on Schedule D, lines 1a, or 8a. |