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                                                                                                                                                OMB No. 1545-0074
                                   Sales and Other Dispositions of Capital Assets
Form  8949
                                    ▶ 
Department of the Treasury               Go to www.irs.gov/Form8949 for instructions and the latest information.                                2021
                                                                                                                                                Attachment   
Internal Revenue Service    ▶ File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D.              Sequence No. 12A 
Name(s) shown on return                                                                    Social security number or taxpayer identification number

Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute 
statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your 
broker and may even tell you which box to check.
Part I    Short-Term. Transactions involving capital assets you held 1 year or less are generally short-term (see 
          instructions). For long-term transactions, see page 2. 
          Note: You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was 
          reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on    
          Schedule D, line 1a; you aren’t required to report these transactions on Form 8949 (see instructions).
You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, 
complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page 
for one or more of the boxes, complete as many forms with the same box checked as you need.
      (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
      (B) Short-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS
      (C) Short-term transactions not reported to you on Form 1099-B
                                                                                                                Adjustment, if any, to gain or loss .
1                                                                                                  (e)          If you enter an amount in column (g),       (h)  
              (a)                        (b)                (c)         (d)                Cost or other basis.  enter a code in column (f).           Gain or (loss). 
          Description of property    Date acquired      Date sold or    Proceeds           See the Note below   See the separate instructions.         Subtract column (e) 
         (Example: 100 sh. XYZ Co.)  (Mo., day, yr.)   disposed of      (sales price)      and see Column (e)                                          from column (d) and 
                                                       (Mo., day, yr.)  (see instructions) in the separate      (f)                 (g)                combine the result 
                                                                                           instructions         Code(s) from     Amount of             with column (g)
                                                                                                                instructions     adjustment                      

2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract 
  negative  amounts).  Enter  each  total  here  and  include  on  your 
  Schedule D, line 1b (if Box A above is checked), line 2 (if Box B 
  above is checked), or line 3 (if Box C above is checked)  ▶
Note: If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an 
adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.
For Paperwork Reduction Act Notice, see your tax return instructions.                                  Cat. No. 37768Z                                 Form 8949 (2021) 



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Form 8949 (2021)                                                                                                        Attachment Sequence No. 12A                 Page 2
Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other sideSocial security number or taxpayer identification number

Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute 
statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your 
broker and may even tell you which box to check.
Part II   Long-Term. Transactions involving capital assets you held more than 1 year are generally long-term (see 
          instructions). For short-term transactions, see page 1. 
          Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported 
          to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 
          8a; you aren’t required to report these transactions on Form 8949 (see instructions).
You must check Box D, E,  orF below. Check only one box.                 If more than one box applies for your long-term transactions, complete 
a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or 
more of the boxes, complete as many forms with the same box checked as you need.
     (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)
     (E) Long-term transactions reported on Form(s) 1099-B showing basis wasn’t reported to the IRS
     (F) Long-term transactions not reported to you on Form 1099-B
                                                                                                                   Adjustment, if any, to gain or loss .
1                                                                                                     (e)          If you enter an amount in column (g),       (h)  
                 (a)                     (b)                (c)                   (d)         Cost or other basis.       enter a code in column (f).      Gain or (loss). 
          Description of property      Date acquired     Date sold or    Proceeds             See the Note below   See the separate instructions.         Subtract column (e) 
        (Example: 100 sh. XYZ Co.)     (Mo., day, yr.)  disposed of      (sales price)        and see Column (e)                                          from column (d) and 
                                                        (Mo., day, yr.)  (see instructions)   in the separate           (f)            (g)                combine the result 
                                                                                              instructions         Code(s) from     Amount of             with column (g)
                                                                                                                   instructions     adjustment                      

2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract 
  negative  amounts).  Enter  each  total  here  and  include  on  your 
  Schedule D,    line 8b (if Box D above is checked), line 9 (if Box E 
  above is checked), or line 10 (if Box F above is checked) ▶
Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an 
adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.
                                                                                                                                                          Form 8949 (2021)






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