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

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes

Pick a language

English Français
Get the latest stimulus news and tax filing updates.
Showing results for 
Search instead for 
Did you mean: 

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

You don't need to manually fill out Form 8949 because we automatically do that when you enter your investment sales or exchanges.

Most taxpayers don't need to mail in their 8949s either (unless they're paper-filing, in which case it gets included along with all their other tax forms).

If you're e-filing, you only need to mail copies of your 8949 along with Form 8453 if:

  • You entered a summary for one or more sales categories (instead of each individual sale); AND
  • The sales category for one or more summaries is something other than Box A (short-term covered) or Box D (long-term covered); or
  • The Box A and/or Box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement).

Otherwise, if you entered each individual sale, or you entered summaries for Boxes A and/or D with no adjustments, don't mail in your 8949.

If you're required to mail in forms 8949 and 8453, do so within 3 days after the IRS has accepted your e-file. Here's the mailing address:

Internal Revenue Service Attn: Shipping and Receiving, 0254 Receipt and Control Branch Austin, TX 73344-0254

Tip: In lieu of Form 8949, you can substitute copies of your year-end broker statements that show the individual transactions. You don't need to include unadjusted Box A or Box D transactions.

Was this helpful?

You must sign in to vote, reply, or post
Privacy Settings