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This article applies to:

Product: UltraTax CS
Return type: 1041 Fiduciary

Attach a Form 8949 statement

You can attach an acceptable statement to Form 8949, Sales and Other Dispositions of Capital Assets instead of reporting each transaction separately in the statement window for the Capital gain or (losses)
field in the

Income

screen. If you submit an acceptable statement instead of separately entering each transaction, you need to attach the statement to the return as a PDF file.

Go to the

Income

screen and select the statement window button for the Capital gains or (losses)
field.

Enter the following in the

Statements from Income

statement window:

See attached
followed by any additional descriptive text that associates this entry with an 8949 entry in the Description column.

note

You can also enter See statement
or See stmnt
in the Description column.

Various
in the Date Acquired and Date Sold columns

Code 1
(short-term) or 2
(long-term) in the Force column to differentiate between short-term and long-term transactions.

Select Edit
, then Electronic Filing Attachments
.

Select Add
.

Select Federal
in the Product
field.

Select Tax return
in the Return
field.

Select Form 8949 Exception to reporting
in the Attachment title
field.

Select Browse
and attach the Form 8949 statement PDF from your computer.

Create the electronic file.

note

You can attach more PDF documents that support Form 8949 to the electronic file.

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This article applies to:

Attach a Form 8949 statement