You may have misread what the program told you about mailing your return. When you report investment sales using summary totals and e-file your return, you have to either attach a copy or mail Form 8453 and your Form 1099-B (or other transaction detail) to the IRS if either of the following is true:
- You made adjustments to your investment income.
- Your cost basis isn’t reported to the IRS.
If using TurboTax Online, you have the option to upload/attach a copy of Form 8453 and your 1099-B or mail them. If using TurboTax Desktop you have to mail them.
You do not have to file your return by mail. You do not have to mail a copy of Form 8453 and your 1099-B to the state. If you import all of your transactions and e-file you will not have to mail anything.
Intuit does not store/retain or do anything else with the password to your Financial Institution. Form more information, see the following TurboTax Help Article:
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