psfblair
Returning Member

Get your taxes done using TurboTax

Thanks, this is very helpful. There is one thing I still don't quite understand, however. You mention the summary 8949. How does this relate to the 8949 prepared by the accountant? The 1099-Bs will contain many transactions where the cost basis was not reported to the IRS, so by themselves they are not sufficient documentation. Would I mail the accountant's 8949 along with the 8453 and the 1099-Bs?

In addition, what about the 6781  form I'd get from the accountant?