Form 8949 Rows
form_8949_rowsLay the disposals out as Form 8949 rows with box categories and totals. PREMIUM (license).
Typical input {"disposals": , "tax_year": 2026, "default_reporting": "proceeds_only"} returns {"part_i": {"B": [rows]}, "part_ii": {"E": [rows]}, "totals": {...}}. Columns follow the form: description (a), date acquired (b), date sold (c), proceeds (d), cost or other basis (e), code (f), adjustment (g), gain or loss (h). Box: A/D when the broker reported proceeds and basis, B/E when proceeds only, C/F when no broker form - set per row in reporting {row_id: value} or for all rows with default_reporting. Use to draft the schedule from computed disposals. Not a filing: check the current form instructions. Errors: on invalid, missing, or malformed input this tool never raises a protocol error — it returns {"error": ""} (for example {"error": "disposals must be a non-empty list from build_lots"}). Every call is read-only and idempotent, so after correcting the input it is always safe to retry.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tax_year | Yes | the calendar year of the disposals to include. | |
| disposals | Yes | rows from build_lots. | |
| reporting | No | per-row override: proceeds_and_basis, proceeds_only or none. | |
| whole_dollars | No | round each row to whole dollars as the form permits. | |
| default_reporting | No | proceeds_and_basis, proceeds_only or none (default). | none |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||