- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
what determines if Form 8453 must be filed for capital gain transactions ?
My wife's brokerage account has sales too numerous to enter by hand, and importing doesn't seem to work right (problem at broker's end, we think) so I simply enter summaries on Form 8949.
Last year, Turbotax told me I needed to send in Form 8453, with the brokerage 1099-B (and maybe related Forms 8949).
This year, it's not doing so. I am aware of the excellent answer here (https://ttlc.intuit.com/community/taxes/discussion/i-e-filed-my-return-the-filing-instructions-tell-...) but this doesn't seem to explain the difference from last year. There most definitely ARE wash sale adjustments this year, but only on type A and D transactions; the few type E transactions are explicitly listed.
‎February 21, 2026
9:30 PM