Fillable Form 8949 - Sales And Other Dispositions Of Capital Assets

8949

OMB No. 1545-0074

Sales and Other Dispositions of Capital Assets

2017

Form

Go to for instructions and the latest information.

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Department of the Treasury

Attachment

File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D.

12A

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Internal Revenue Service

Sequence No.

Name(s) shown on return

Social security number or taxpayer identification number

Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute

statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your

broker and may even tell you which box to check.

Part I

Short-Term. Transactions involving capital assets you held 1 year or less are short term. For long-term

transactions, see page 2.

Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was

reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on

Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions).

You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions,

complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page

for one or more of the boxes, complete as many forms with the same box checked as you need.

(A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)

(B) Short-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRS

Adjustment, if any, to gain or loss.

If you enter an amount in column (g),

(e)

(h)

enter a code in column (f).

(c)

(d)

Gain or (loss).

Cost or other basis.

(a)

(b)

See the separate instructions.

Date sold or

Proceeds

See the Note below

Subtract column (e)

Description of property

Date acquired

disposed of

(sales price)

and see Column (e)

from column (d) and

(Example: 100 sh. XYZ Co.)

(Mo., day, yr.)

(f)

(Mo., day, yr.)

(see instructions)

in the separate

(g)

combine the result

Code(s) from

instructions

Amount of

with column (g)

instructions

adjustment

Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract

negative amounts). Enter each total here and include on your

Schedule D, line 1b (if Box A above is checked), line 2 (if Box B

above is checked), or line 3 (if Box C above is checked)

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Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an

adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.

8949

For Paperwork Reduction Act Notice, see your tax return instructions.

Form

(2017)

Cat. No. 37768Z

Form 8949 - Sales And Other Dispositions Of Capital Assets - 2017

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