An Additional Info tab is available on the 8949 screen in Drake Tax for state e-file purposes.
Beginning in Drake15, the 8949 screen has two tabs:
- The 1099-B/8949 tab to report the gain or loss for federal and state purposes.
- The Additional Info tab to enter payer information, which produces a copy of Form 1099-B for states that require source documents for e-file purposes.
Nothing entered on the new Additional Info tab flows to the federal return or duplicates amounts entered on the 1099-B/8949 tab.

On a scale of 1-5, please rate the helpfulness of this article
Optionally provide private feedback to help us improve this article...
Thank you for your feedback!