If you sold stocks, ETFs, mutual funds, or other investments during 2025, you’ll need to report your gains and losses on IRS Form 8949 when filing your 2025 tax return. To make this process faster and more accurate, EquityStat now provides an automated Form 8949 generator.
What Is IRS Form 8949?
IRS Form 8949 is the official document used to report:
- Short‑term capital gains and losses (assets held for one year or less)
- Long‑term capital gains and losses (assets held for more than one year)
If you sold any taxable investment in 2025 — including stocks, mutual funds, ETFs — this form will help your tax preparer produce your tax return.
Generate Your 2024 Form 8949 Automatically in EquityStat
EquityStat’s updated tools now support instant creation of the 2025 Form 8949, helping you avoid manual calculations and spreadsheet errors.
How to Generate Form 8949 in EquityStat
- Open the Tools menu in your EquityStat dashboard
- Select Generate IRS Form 8949
- Choose the tax year you want to generate Form 8949 for
- Click Generate on the Form 8949 page
Within seconds, EquityStat calculates:
- Short‑term gains and losses
- Long‑term gains and losses
- Adjusted cost basis
- Totals required for Schedule D
A PDF formatted exactly to IRS specifications is created and ready for download.
What You Can Do With Your Generated Form 8949
Your completed PDF can be:
- Uploaded directly into your tax software
- Sent to your accountant or tax preparer
- Printed and included with a paper tax return
This ensures your capital‑gains reporting is complete, accurate, and compliant.
Why Investors Choose EquityStat for Form 8949
EquityStat is built for both high‑volume traders and long‑term investors who want reliable tax reporting. Key benefits include:
- Accurate cost‑basis tracking
- Automatic gain/loss calculations
- Fast PDF generation
- Support for stocks, ETFs, and mutual funds
- Ideal for 2025 tax‑filing deadlines
Who Should Generate Form 8949?
You should create Form 8949 if you:
- Sold stocks or ETFs in 2025
- Sold mutual funds or index funds
- Need a clean, IRS‑ready summary of gains and losses
If you had any investment sales in 2025, EquityStat’s Form 8949 generator saves time and reduces the risk of filing errors.
Example: What Your Form 8949 Output Includes
Your generated PDF contains:
- Part I: Short‑term transactions
- Part II: Long‑term transactions
- Totals for gains and losses
- IRS‑compliant formatting and layout
This ensures your tax return is complete and ready for submission.