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What documents do I mail for Form 8453 with box checked for Form 8949?
Hello, in 2024 I had short-term and long-term cost basis that weren't reported to the IRS on my Form 1099-B for Charles Schwab. Additionally, I sold a rental property and wasn't issued a 1099-S since the sale price was under $500,000.
TurboTax is saying I need to print Form 8453 and attach Form 8949 or an acceptable continuation sheet for Schedule D.
Do I include my 1099-B statement showing the cost basis not reported to the IRS? For the rental property, do I include the escrow settlement statement and any supporting documents/calculations that went into calculating the realized gains?
Many thanks!
March 2, 2025
12:25 AM