Knowledge Base

13789: 1099-B for State e-File Purposes

1040 Individual

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.

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