Get your taxes done using TurboTax

jlaw6402 · ‎October 11, 2021

https://www.irs.gov/pub/irs-pdf/f8453.pdf

The previous years, TurboTax automatically included every transaction as attachments. I just got off the phone with a TurboTax rep, and she too is aware of these things. And they aren't sure why the product team changed how 8949 is done for 2020.

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Dear TurboTax Customer,

Thank you for contacting TurboTax Support.

Here is the information we discussed during our call:

You don't need to manually fill out Form 8949 because we automatically do that when you enter your investment sales or exchanges.
Most taxpayers don't need to mail in their 8949s either (unless they're paper-filing, in which case it gets included along with all their other tax forms).
If you're e-filing, you only need to mail copies of your 8949 along with Form 8453 if:

You entered a summary for one or more sales categories (instead of each individual sale); AND
The sales category for one or more summaries is something other than Box A (short-term covered) or Box D (long-term covered); or
The Box A and/or Box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement).

Otherwise, if you entered each individual sale, or you entered summaries for Boxes A and/or D with no adjustments, don't mail in your 8949.
If you're required to mail in forms 8949 and 8453, do so within 3 days after the IRS has accepted your e-file. Here's the mailing address:

Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX [removed]

Tip: In lieu of Form 8949, you can substitute copies of your year-end broker statements that show the individual transactions. You don't need to include unadjusted Box A or Box D transactions."