How to Fill Out Form 8949 from Your Brokerage Statement

Form 8949 wants one line per sale with dates, proceeds, basis, and gain. Your brokerage statement has all of that — buried in a PDF table. Here's the fast way to bridge the two.

What Form 8949 requires

Each transaction needs: description of property, date acquired, date sold, proceeds, cost basis, and the resulting gain or loss — split into short-term and long-term sections. The totals flow to Schedule D.

Extract the sales from your statement

Upload the statement PDF (or CSV export). The converter emits one row per transaction with the 8949-relevant fields, and computes gain/loss where proceeds and basis are both present. Dividends and interest are separated out so only dispositions land on the form.

Choose your route into the return

Import the TXF into TurboTax desktop and it fills 8949/Schedule D for you; or use the 8949-format CSV to enter summary totals in any tax software and keep the detail as your records. Verify acquisition dates and holding periods before filing — statements often omit per-lot dates.

Convert your broker file now

Free — upload a PDF or image and download a clean spreadsheet.

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