Go to the previous letterGo to the next lettermyStockOptions.com GlossaryClose the glossary window
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
F
Form 8949

Introduced for use with tax returns for 2011, this Form 8949 was devised to accommodate the changes in IRS Form 1099-B that also became effective in 2011. Starting with stock sales made during 2011, Form 1099-B provides more information on the cost basis and whether the gains are long-term or short-term. This information is then used on Form 8949 to list each capital gain or loss transaction. The subtotals noted on this form are then used to complete Schedule D of the Form 1040 tax return for your aggregate gain or loss. Therefore, both Form 8949 and Schedule D are required to report sales of securities.

For more details, see the related article in the Tax Center.



Return to list Register Now

Try the new myStockOptions.com Glossary App! Now available for Android and iOS.

Get it on Google Play
The content is provided as an educational resource.
myStockOptions.com shall not be liable for any errors or delays in the content, or any actions taken in reliance thereon.
Copyright © 2000-2017 myStockPlan.com, Inc. U.S. Patent 7,353,200.
Contact editors@mystockoptions.com for licensing information