My advice regarding this situation:
If you get the 8453 try to enter your stock sales one by one.
If the IRS doesn't have your 1099-B it will be curious about it of you report a summary. The main reason in that in you report summary there are no transaction dates so short/long cannot be determined.
2 Reasons why the IRS didn't receive your 1099-B:
2.1- There is no 1099-B. For example you have stock in a foreign broker that doesn't care about 1099-Bs.
2.2- There is 1099-B but the institution didn't send it to the IRS.
IIRC this means your sales are any other than 'A' or 'D' type (reported to IRS).
If you are in either 2.1 or 2.2 you can avoid the dreaded 8453 by adding your stock sales one by one.
If you are in 2.1 or 2.2 and report a summary TTax will ask you to upload the 1099-B basically in order to make your life misserable telling you the big lie that they will send it. They won't. At least, in the end they are honest and tell you that you have to send the 8453 because in theory you have to.
Of course you also can pass and wait for the IRS to ask to for it, but that's your own decision, I don't know if that could make the IRS upset or not.
Sources:
- My own painful experience.
- https://ttlc.intuit.com/community/forms/help/do-i-need-to-fill-out-or-mail-in-form-8949/00/27232 .
Good luck!
