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Level 1
posted Apr 13, 2023 7:59:00 PM

Did turbotax file for 8949 when it filed my federal return? Or do I have to print/mail it seperately?

TurboTax created for 8453 with the Form 8949 box checked.  It suggests I need to print/mail form 8949 to IRS if the form wasn't filed electronically with my return.

Trying to determine if TurboTax filed for 8949 electronically with my full return or if I need to print and us US mail.

0 3 372
1 Best answer
Expert Alumni
Apr 13, 2023 8:15:01 PM

Did you enter or import your 1099 transactions?  Or did you use the Summary Method to report?  In your PDF copy of your return, review your Form 8949.  The form is always included in your Efile; whether you need to send any supporting detail depends on how you reported.  

 

If you imported, you probably don't need to mail anything.  If you used the Summary Method, your Form 8949 will just have a couple lines of entry.  In that case, you may need to mail your Form 8949 with your 1099 Transaction Detail.

 

Your Filing Instructions page should tell you whether you need to mail anything. 

 

Here's more info on Mailing Form 8949 for Summary Totals.

 

@William0711 

3 Replies
Expert Alumni
Apr 13, 2023 8:15:01 PM

Did you enter or import your 1099 transactions?  Or did you use the Summary Method to report?  In your PDF copy of your return, review your Form 8949.  The form is always included in your Efile; whether you need to send any supporting detail depends on how you reported.  

 

If you imported, you probably don't need to mail anything.  If you used the Summary Method, your Form 8949 will just have a couple lines of entry.  In that case, you may need to mail your Form 8949 with your 1099 Transaction Detail.

 

Your Filing Instructions page should tell you whether you need to mail anything. 

 

Here's more info on Mailing Form 8949 for Summary Totals.

 

@William0711 

Level 1
Apr 14, 2023 10:00:13 AM

Thank you.  I didn't import my 1099-MSC or 1099-B figures.  I entered the 1099-B amounts manually.   I assume it would be safer to print/send form 8949 in just in case.  Does the mailing need to be postmarked by April 19th?

 

Bill

Intuit Alumni
Apr 15, 2023 12:22:24 PM

This does need to be postmarked by the tax deadline of Tuesday April 18, 2023. 

 

Please let us know if we can further assist you. @William0711