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posted Jun 7, 2019 3:17:44 PM

My MAC computer does not download the 2017 amend version, can I fill out the 1099 B form by hand and reeturn it with the IRS letter?

THe IRS letter has questions about the sale of stocks. I cannot amend on my computer,  can I do this by hand on the proper form and return it with the letter to the IRS?

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2 Replies
Level 13
Jun 7, 2019 3:17:45 PM

There is no "1099-B form" that you file with the IRS.  You receive 1099-Bs from your brokers, and the IRS receives copies of all of those. 

Information that you enter off the 1099-Bs is transcribed onto Form(s) 8949 with totals off the Form(s) 8949 flowing to Schedule D and a total on Schedule D then flows to the face of Form 1040X.  These are the forms that are provided to the IRS, along with any other Forms or Schedules that may have changed from your original "as filed" income tax return.

It's not clear exactly what your computer problem is.  Are you trying to download the "amend" PROGRAM onto your computer and can't do so?  You might try calling TurboTax support to see if they can lend a hand as certainly the easiest and safest way to do an amendment is with the program.  But if you're up to amending "by hand" that certainly would be acceptable to the IRS.

It might also be helpful to understand what the IRS is asking for here.  While filing a properly prepared amendment might be one way of answering their questions, it might not be necessary, particularly if there's no material change to your taxable income/tax liability.  A well-written letter, suitably supported by documentation might also satisfy them.

Tom Young

Level 15
Jun 7, 2019 3:17:47 PM

@TomYoung - it would appear that the OP is posting from Mac OS X 10.10.5.   The 2017 version of TurboTax requires at least OS X 10.11 of later.    Some older Macs cannot be updated beyond 10.10.