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Get your taxes done using TurboTax
Possibly, if the summary of all three platforms is correct you can post the summary and attach the detail in TurboTax to send to the IRS.
- You can mail it, or
- You can attach them electronically.
If you choose the mail option. Enter a summary instead of entering each sale, then you have to mail a copy of the brokerage statement listing the individual sales. This is an IRS requirement.
- If you e-file, TurboTax will produce a Form 8453. You print the Form 8453 and attach the brokerage statement(s) to it.
- If you file by mail, attach the statement(s) at the back of your tax return, after all the forms and schedules.
- In either case, click the "mailing instructions" link in the message at the bottom of the TurboTax page and follow the instructions that it displays.
To attach PDF of 1099-B
The process can be involved, and certain screens may not be in the same order as I've listed, but it does work.
- Wages and Income
- Scroll to Investments & Savings
- Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) [Start or Revisit]
- If you already have an entry, select Add an Investment.
- Get ready to be impressed - Continue.
- Click Enter a different way.
- Stocks, Bonds, Mutual Funds - Continue
- Enter Broker - Continue
- Tell us about the sales on your FSC eQuipt 1099‑B.
- Do these sales include any employee stock? - No
- Do you have more than three sales on your 1099‑B? - Yes (4+)
- Do these sales include any other types of investments? - No
- Did you buy every investment listed on your 1099‑B? - Yes
- Continue
- Choose Sales Section tools - Continue.
- Look for your sales on your 1099‑B - Continue
- Post your sales.
- This will close the record.
- Continue to screen Now we'll help you upload your 1099-B since the IRS requires a copy.
- Browse and select your document.
- Document will show in TurboTax - Continue
- This completes the process.
- When you upload your document, your filing instructions will not show that anything needs to be mailed in, and no Form 8453 will be generated.
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February 28, 2023
9:47 AM