DawnC
Expert Alumni

After you file

You only have to send in your 1099-B with Form 8453 in certain situations.    See this FAQ; if it doesn't apply to you, then you don't need to mail anything in.   Mailing 8949 w/ 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)
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