Instructions for Form 8949 (2022)Internal Revenue Service-2025

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The document provides detailed instructions for completing Form 8949, which is used to report sales and exchanges of capital assets for tax purposes. It outlines the purpose of the form, who must file it (including individuals, corporations, partnerships, estates, and trusts), and specific reporting requirements based on different types of transactions. The document also includes guidance on how to report gains and losses, adjustments to basis, exceptions for certain transactions, and special provisions for specific entities. Additionally, it addresses the treatment of digital assets and provides information on recordkeeping and rounding off amounts.

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Do I have to report form 8949 on my tax return?

If you exchange or sell capital assets, report them on your federal tax return using Form 8949: Sales and Other Dispositions of Capital Assets.

What if cost basis is not listed on 1099-B?

The Form 1099-B that you receive might only report the sale date and sales proceeds. If it does not report the date acquired or cost basis, you still need to enter that information when you report your Form 1099-B in the TaxAct program so that it will transfer to Schedule D and/or Form 8949.

How do I report cost basis on my tax return?

Youre responsible for reporting your cost basis information accurately to the IRS, in most cases by filling out Form 8949. Understanding cost basis could help you steer clear of costly consequences. For example, lets say you bought a stock investment for $1,000 and sold it for $1,500 two years later.

Do I need to list every stock transaction on form 8949?

Enter all sales and exchanges of capital assets, including stocks, bonds, and real estate (if not reported on line 1a or 8a of Schedule D or on Form 4684, 4797, 6252, 6781, or 8824). Include these transactions even if you didnt receive a Form 1099-B or 1099-S (or substitute statement) for the transaction.

How do I know if cost basis was reported to IRS?

If you lost or didnt keep records to determine your basis in securities, contact your broker for help. If you receive a Form 1099-B (or substitute statement), your broker may have reported your basis for these securities in box 1e.

8949 2022 instructions

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Do all capital gain distributions have to be reported on Schedule D?

Schedule D is not required when the only capital gain distribution reported is on Form 1099-DIV box 2a, and boxes 2b, 2c, and 2d are zero.

What expenses are not included in the cost basis?

Your basis includes the settlement fees and closing costs for buying property. You cant include in your basis the fees and costs for getting a loan on property. A fee for buying property is a cost that must be paid even if you bought the property for cash.

Why would cost basis not be reported to the IRS?

A noncovered security is a designation given by the U.S. Securities and Exchange Commission (SEC) which means a brokerage is not required to report the cost basis of that security to the IRS. The adjusted cost basis of noncovered securities is only reported to the taxpayer, not to the IRS.