User Guide


Form 8949 e-filing Option

The Form 8949 report menu provides an option to Create Form8949.pdf attachment for e-filing. With this option selected, when you run the Form 8949 report, TradeLog will automatically generate a PDF of the Form 8949 which can be used for e-filing with some applications. This PDF document does not include the Schedule D summary page, which is not to be filed with the IRS.
Note: The IRS allows Form 8949 to be submitted by PDF when e-filing. However, not all e-filing programs support PDF attachment at this time.