Yes. The forms you need to send to the IRS should be your statement that details your transactions for the year that will also match your summarized entry totals.
- You are correct, you do not need to send Form 8949 again. Some taxpayers have a detailed Form 8949 in their files that shows the detailed information others have their own statement or document.
- Continuation form for Schedule D: This statement can be from your broker or something you created such as an excel file with all of your sales for the year. Normally it would have a break down for long term sales and short term sales.
- When summarized transactions are entered into the tax return, which is allowed, the IRS still wants the breakdown to show how you arrived at your totals on the forms in the file.
Mail your statements (number 2 above) along with Form 8453 to:
Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX 73344-0254
Use the Form 8453 provided in your tax return, then attach the statement and place them in the mail, as @WendyN2 indicated, within three days after your return is accepted.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
