DawnC
Expert Alumni

Get your taxes done using TurboTax

You can e-file, even if you reported your sales in a summary format.   Are you trying to e-file?    You don't need to manually fill out Form 8949, because we automatically do that when you enter your investment sales or exchanges.

 

If you’re paper-filing your return, Form 8949 will simply be included with all your other tax forms when you print them out.

 

If you're e-filing, you only need to mail the IRS a copy of your 8949 (along with Form 8453) if you entered sales section totals for one or more sales categories (instead of each individual sale) and one of the following is true:

 

  • 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 or box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement)

Do I have to mail in Form 8453?

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