Where do I enter information for Schedule D, Form 8949, or a 1099-B / 1099-S?

Where do I enter information for Schedule D, Form 8949, or a 1099-B, 1099-S, or 1099-DA?

To report capital gains and losses on your federal tax return, you may need to use Schedule D (Form 1040), Form 8949, or information from Forms 1099-B ,1099-S or 1099-DA. These forms are interconnected and used to report the sale or exchange of capital assets.

How to Report Capital Gains and Losses

Schedule D (Form 1040): Use this form to summarize your overall capital gains and losses. You must complete Form 8949 before filling out lines 1b, 2, 3, 8b, 9, or 10 of Schedule D. Schedule D is also used to report gains from Form 2439, Form 6252, Part I of Form 4797, Form 4684, Form 6781, Form 8824, or capital loss carryovers.
Form 8949: This form is used to report sales and exchanges of capital assets. You must report proceeds from Form 1099-B, Form 1099-DA, or Form 1099-S in column (d) of Form 8949. If you received a Form 1099-B or similar, always report the proceeds shown in column (d).
Form 1099-B: Issued by brokers to report proceeds from the sale of securities. You must report the information from this form on Form 8949, specifically in column (d).
Form 1099-S: Issued for real estate transactions. You must report proceeds from this form on Form 8949 or directly on Schedule D if not required to file Form 8949.
Form 1099-DA:Issued by brokers to report gross proceeds from sales of digital assets, such as cryptocurrency. You must report the proceeds shown on Form 1099-DA on Form 8949, generally in column (d). For transactions reported for 2025, brokers report gross proceeds but generally do not report basis. For transactions in 2026 and later, brokers are required to report gross proceeds and, in some cases, basis information for covered digital assets.

Using OLT (Online Taxes) Software

When filing your return using OLT (Online Taxes) software:

Go to the Federal section in your tax return.
Under the Income section, click "Show more" near Capital Gains or Losses.
Select "Add or Edit" next to Capital Gain/Loss - Schedule D, Form 8949, 1099-B, 1099-DA, 1099-S
Follow the on-screen instructions to enter your transaction details.

Important Notes

Always complete Form 8949 before completing Schedule D.
Individuals must report undistributed long-term capital gains from Form 2439 on line 11 of Schedule D.
Corporations and partnerships report undistributed long-term capital gains from Form 2439 on Part II of Form 8949 with box F or L checked.

Source:

Schedule D (Form 1040)

Disclaimer: Always verify information with official Federal or State Department of Revenue Forms and Instructions.