AnnetteB6
Expert Alumni

Get your taxes done using TurboTax

If you are using a CD/downloaded version of TurboTax, then there is not a method in place to allow you to electronically attach your Form 1099-B to your return when you have entered summary totals for the transactions.  If you are required to provide your 1099-B to the IRS, then it will have to be mailed along with Form 8453 which will print with your return.  Form 8453 is used to match the mailed documents with your tax return that was electronically filed.

 

See the following TurboTax help article for more details:

 

Do I need to fill out or mail in Form 8949?

 

If you are using TurboTax Online, you may be able to electronically attach a PDF of your Form 1099-B as long as certain requirements have been met.  If your situation allows the document to be uploaded, then you will see that option at the end of the Form 1099-B section of your return.  If you do not see that option, then you will need to mail Form 1099-B along with Form 8453.

 

@ss243

 

[edited 3/22/2022 | 1:26 pm PST]

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