Turbo Tax identified form 8949 to be mailed to IRS

Hello There,

I have completed my tax returns and filed as well for the year 2023. But later only I noticed that TT generated a form 8453 with instructions on how to mail IRS. 8453 also marked the against the form 8949. Now the questions are

1) Do I need to mail the forms 8453 and 8949 to IRS?

2) How did this might have happened? I have been filing with TT for many years now and never had to do this. Please help me to be educated.

139

Expert Alumni

Feb 25, 2024 8:03:28 AM

Yes, if your instructions say you need to mail the form to the IRS, then you should do so.

This would happen if you entered sales section totals in the Schedule D area of your return and one of the categories was something other than category A (short-term covered) or D (long-term covered) or if there were adjustments included in boxes 1f or 1g on your broker statement.

See the following TurboTax help article for more information:

Do I need to fill out or mail in Form 8949?

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Turbo Tax identified form 8949 to be mailed to IRS