Fill Out IRS Form 8949 Online
Sales and Other Dispositions of Capital Assets
Internal Revenue Service
Details individual sales of stocks, crypto, and other capital assets that feed into Schedule D.
Reviewed July 2026
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IRS Form 8949, Sales and Other Dispositions of Capital Assets, lists the details of each capital asset you sold or disposed of during the year, including stocks, mutual funds, cryptocurrency, and real estate. Its totals carry over to Schedule D, where your overall capital gain or loss is calculated.
You can fill out Form 8949 in the Universal PDF editor, entering each transaction line by line, and download the finished PDF for your records. If you have many transactions, the editor makes it straightforward to complete multiple copies of the form.
What is Form 8949 used for
Form 8949 reconciles the amounts brokers and other parties reported to you and the IRS on Forms 1099-B or 1099-S with what you actually report on your return. Each line records one transaction: what you sold, when you acquired and sold it, the proceeds, your cost basis, and any adjustment.
Subtotals from Form 8949 flow to Schedule D of Form 1040, which combines them into your net short-term and long-term capital gain or loss for the year.
Who needs to file Form 8949
Taxpayers who sold or otherwise disposed of capital assets generally file Form 8949 with their return. That includes investors selling stocks or funds, people who sold cryptocurrency or other digital assets, and sellers of real estate reported on Form 1099-S.
In limited cases you can skip Form 8949 and report totals directly on Schedule D, mainly for brokerage transactions where the basis was reported to the IRS and no adjustments are needed. The Schedule D instructions describe that exception.
How to fill out Form 8949
Sort your transactions into short-term (held one year or less) and long-term (held more than one year) before you start, and match each group to the correct checkbox.
- Part I covers short-term transactions and Part II covers long-term transactions; use separate copies of the form for each checkbox category.
- Check box A or D if the basis was reported to the IRS on Form 1099-B, box B or E if it was not, and box C or F for transactions with no 1099-B at all.
- Column (a): describe the property, such as the number of shares and ticker.
- Columns (b) and (c): enter the dates acquired and sold.
- Columns (d) and (e): enter proceeds and cost or other basis.
- Columns (f) and (g): enter an adjustment code from the instructions and the adjustment amount when a correction applies, such as a wash sale.
- Column (h): compute the gain or loss for each row, then total each page and carry the subtotals to Schedule D.
Frequently asked questions
Usually yes, because Form 8949 is where 1099-B details are reported and reconciled. An exception lets you report covered transactions with no adjustments directly on Schedule D.
Short-term transactions, for assets held one year or less, go in Part I. Long-term transactions, held more than one year, go in Part II, and the two are taxed under different rate rules.
Yes. Sales and exchanges of digital assets are dispositions of capital assets and are reported on Form 8949, then summarized on Schedule D.
They are letter codes from the Form 8949 instructions that explain why the reported amounts need adjusting, such as W for wash sales or E for selling expenses. Enter the matching adjustment amount in column (g).
The instructions allow certain filers to report totals and attach a statement with the same information in a similar format, such as a broker statement. Review the current Form 8949 instructions for the conditions.
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