How to list more Transactions on 8949

If you need to list more than 14 transactions of the same type from the Capital Gains or Loss Transactions Worksheet, you can duplicate the 8949 form as needed. To duplicate the form, you'll click on the "Copy 8949 Pg" button at the top of the form.





Once you duplicate the form to list more than 14 transactions, you must enter a sequential copy number on each duplicate form. The first parent or starting form should be changed from 0 to 1

Once the first form is set to 1, we'll navigate to our newly copied page and change the number to 2.

This copying and numbering process can be continued if you need more pages to list the transactions. This can be done for each short and long list of pages. 

This applies to all years of the UltimateTax software.

Solution Articles:

8949 - Sales and Other Dispositions of Capital Assets