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I've read many of the questions/answers and I'm still confused about the Form 8453 and 8949 supporting documents.
I've read many of the questions/answers and I'm still confused about the Form 8453 and 8949 supporting documents. I cashed out a mutual fund I've been paying into monthly since 1988. I received a 1099B with the cost basis detailed but for the funds purchased before 2011 (when the requirements changed) there was no cost basis reported. I had to pull all my old statements and total all the costs. Am I now required to mail a copy of each statement, along with the 8453 and 8949, to the IRS?
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‎June 4, 2019
1:13 PM