CesarJ
Employee Tax Expert

Get your taxes done using TurboTax

Generally, if you e-file and report Form 1099-B information in summary form, using Form 8949 and Schedule D, you aren't required to mail the 1099-B to the IRS.

 

However, an exception exists: If your transactions are in Boxes B, C, E, or F (indicating non-covered or unreported basis) or if you had tax withholding, you must mail a copy of your statement along with Form 8453.

 

If this situation doesn't apply to you, you aren't required to mail in the statement or Form 8453.


 

@Ambilobe 
 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"