DIY Products

DIY Products

Whether you’re an experienced do-it-yourselfer or doing your own taxes for the first time, this is your place to learn and share. Here you’ll find information and resources for using H&R Block’s online and software DIY solutions. You’ll also find links to more information to assist you on your DIY journey.

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Valued Pioneer
Posts: 3
Registered: ‎02-14-2018

Re: Form 8949 and H&R Basic 2017

Lawrence,

 

I have Premium HRBlock. Program is not generating 8949 although it correctly generated Schedule D. Could you please help me troubleshoot any reasons why?

 

Thank you.

 

Associate (Pioneer)
Posts: 253
Registered: ‎01-08-2018

Re: Form 8949 and H&R Basic 2017

Hello KsGirl,

 

If you are using the H&R Block online tax program, try re-entering the information again to see if that would generate the Form 8949.

 

If you are using the H&R Block desktop/downloadable software, check to see if there is a "copy 1", a "copy 2", etc. in the Forms Menu to see if there is any extra Form 8949 that is showing the information. If not, then try to re-enter the information again and see if that will generate Form 8949.

 

If you continue to have issues with this, please contact Product Support by one of the following ways:

- For telephone support, call 1 (855) 897-8639
- For support via our online chat system, follow the steps in this link:

 

Lawrence,
Tax Research Specialist

Valued Pioneer
Posts: 3
Registered: ‎02-14-2018

Re: Form 8949 and H&R Basic 2017

It definitely does not work. I will try getting phone support. Thank you for the speedy reply.

Pioneer
Posts: 2
Registered: ‎02-09-2018

Re: Form 8949 and H&R Basic 2017

I have the Deluxe Version and it will not allow me to fill out the 8949 form.  Who do I contact to get that fixed?

Associate (Pioneer)
Posts: 253
Registered: ‎01-08-2018

Re: Form 8949 and H&R Basic 2017

Hello Carolhdiez,

 

If you are experiencing issues with the Deluxe version in filling out the Form 8949, then you can contact Product Support by one of the following ways:

- For telephone support, call 1 (855) 897-8639
- For support via our online chat system, follow the steps in this link:

 

Lawrence,

Tax Research Specialist

Pioneer
Posts: 2
Registered: ‎03-08-2018

Re: Form 8949 and H&R Basic 2017

I am having the same problem as well.  I filled in the "Sale of Stocks, Bonds, Mutual funds...." but it does not populate form 8949.  When I search for this form I am able to find it, but it is a blank worksheet.  If I fill in this sheet manually, do I need to delete the above referenced populated fields (under the income section)?

Associate (Pioneer)
Posts: 253
Registered: ‎01-08-2018

Re: Form 8949 and H&R Basic 2017

Hello sv0999,

 

If you have already entered the information in the "Sale of stocks..." section, when looking at the Form 8949, check under "copy" drop down menu to see if there is another copy of the form 8949 that has the information populated in there. If there is another copy of the Form 8949 like "Copy 1," "Copy 2," etc., then scroll up and down to find the information that you've entered.

 

If you are continuing to experience issues with this, then you can contact Product Support by one of the following ways:
- For telephone support, call 1 (855) 897-8639
- For support via our online chat system, follow the steps in this link:

 

Regards,

 

Lawrence
Tax Research Specialist

Pioneer
Posts: 2
Registered: ‎03-08-2018

Re: Form 8949 and H&R Basic 2017

Your answer is not even close to being helpful.  It does not populate on copy 1 - why on Earth would copy 2 or 3 be populated?  But I did check  for the 2nd or 3rd copy just be sure and NO no other copies were populated.

 

I called customer svc last night and they were even less helpful.  After many minutes of navigating your electronic system, I finally got a real person.   They didn't know what form 8949 was.  This will definitely be the last time I ever buy and H&R Block program. 

Pioneer
Posts: 1
Registered: ‎04-07-2018

Re: Form 8949 and H&R Basic 2017

Anyone ever get this to work? I have the Premium version. I completed the 1099-B section but it is not populating 8949. (And yes, I have checked Forms 1, 2, & 3. They are blank.)

Valued Pioneer
Posts: 4
Registered: ‎04-09-2016

Re: Form 8949 and H&R Basic 2017

I just did it and it worked for me fine.

 

Here is how to do it:

 

1. Use the section "Sale of Investibles and Other Income Property" under Income.  SAVE it.

 

2.  You won't find form 8949 on the data entry page.   You must go to Forms with Data and view it there, and all the info will in the form.

 

3.  OR You can also just go to print return and print Form 8949 to see what you entered, or print the entire Federal Return and it will be there.  Or to save paper--Print to PDF and view the Form.

 

Hope this works for you.