Once all of your data has been imported or synced to TaxBit, you can proceed with downloading your 8949 tax form from your account.
Downloading an 8949 tax form is pretty simple! All you need to do is visit your My Taxes page > Click the “Download IRS 8949” button > Select the version of the form you need. There are four options for form downloads:
- CSV - This version is for users who are looking to review their data, and need to utilize tools that break up their data in a spreadsheet format.
- PDF - This version is for users who are looking to download their forms in the official IRS format with all of the data already filled out. This option is popular with users who have a CPA who needs their 8949.
- TurboTax Online - This version is for users of the TurboTax online website, who need a preformatted file and instructions for importing into TurboTax. You will get two files when you select this option, one is the 8949 form (in a CSV file type) and the other is the instructions for importing.
- TurboTax Desktop - This version is for users of the installed TurboTax application on their Desktop. The download will be in TXF format which will not open if you attempt to view the file outside of TurboTax.
If you have any issues when attempting to download the IRS 8949, visit the article “Why can’t I download my tax forms” (coming soon).
Still have questions? Send us an email at email@example.com or chat with us using our live chat feature, and we'd be happy to help!