MarilynG1
Expert Alumni

After you file

If you entered your individual transactions from your 1099-B, your Form 8949 should list them.  If this applies, you don't need to mail anything. 

 

If you used the Summary Method for entering your 1099-B in TurboTax, your Form 8949 will have summary totals for ST, LT, Wash Sales (if applicable).  In this case, you would need to mail your 1099-B along with Form 8453. 

 

If you're e-filing, you only need to mail the IRS a copy of your 8949 (along with Form 8453) if you entered sales section totals for one or more sales categories (instead of each individual sale) and one of the following is true:

  • 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 or box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement)

Here's more info on Mailing Form 8949. 

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