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Form 8949 - can I still e-fill this form?

3 replies
59 views

After e-filling Federal taxes, TurboTax informed me that still I must send by mail Form 8453 and Form 8949

"Form 8949, Sales and Other Dispositions of Capital Assets (or a statement with the same information), if you elect not to report your transitions electronically on Form 8949"

Pity I wasn't informed about this before e-filling...
I've connected to the broker account, imported transactions to the desktop version of TurboTax.

Can I still try to e-fill Form 8949 (amendment?) in TurboTax, or sending by mail is the only or the best option?

BTW. Re-posting this question with corrected category..

Regards,

AL

Alumni - Intuit

It sounds like you initially reported your investment sales transactions by category totals. When you do that you have to either mail Form 8453 with a copy of your 1099-B and Form 8949 or, if you are using TurboTax Online you can upload a copy. But once you transmit your return via e-file, you cannot make changes or add attachments (unless it is rejected for some reason. You will have to mail Form 8453 and your 1099-B

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Alumni - Intuit

It sounds like you initially reported your investment sales transactions by category totals. When you do that you have to either mail Form 8453 with a copy of your 1099-B and Form 8949 or, if you are using TurboTax Online you can upload a copy. But once you transmit your return via e-file, you cannot make changes or add attachments (unless it is rejected for some reason. You will have to mail Form 8453 and your 1099-B

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AL132Author

Level 2

I think you might be right...

> When you do that you have to .. mail Form 8453 with a copy of your 1099-B and Form 8949...

By 1099-B, do you mean "Form 1099-B Worksheet" being tagged by TurboTax (desktop) as "Keep for your records"?

AL132Author

Level 2

I see...
Some 1099-B (not all) have written:

"Taxpayer must mail in a statement with more details? - Yes"

... so these must be attached as you suggested. Thank you.