Use Form 8949 to reconcile amounts that were reported to you and the IRS on Form 1099-B or 1099-S (or substitute statement) with the amounts you report on your return. The subtotals from this form will then be carried over to Schedule D (Form 1040), where gain or loss will be calculated in aggregate. Current revision Form 8949 PDF Instructions for Form 8949 (Print version PDF) Recent developments Corrections to the 2020 instructions for Form 8949 --12-MAY-2021 Other items you may find useful All Form 8949 revisions About Publication 544, Sales and Other Dispositions of Assets About Publication 550, Investment Income and Expenses About Publication 551, Basis of Assets Opportunity zones Other current products Related items About Form 990-T, Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) About Form 1099-B, Proceeds from Broker and Barter Exchange Transactions About Form 1099-S, Proceeds from Real Estate Transactions About Form 2439, Notice to Shareholder of Undistributed Long-Term Capital Gains About Form 4684, Casualties and Thefts About Form 4797, Sales of Business Property About Form 6252, Installment Sale Income About Form 6781, Gains and Losses From Section 1256 Contracts and Straddles About Form 8824, Like-Kind Exchanges About Schedule D (Form 1040), Capital Gains and Losses About Schedule D (Form 1041), Capital Gains and Losses About Schedule D (Form 1065), Capital Gains and Losses About Schedule D (Form 1120), Capital Gains and Losses
