DawnC
Expert Alumni

State tax filing

If you entered your investment sales by sales section summary and did not upload a PDF of your 1099-B, form 8949* must be mailed in within 3 days of your e-filing.     Do I need to fill out or mail in Form 8949?

 

*you can substitute copies of your year-end broker statements that show the individual transactions. You don't need to include unadjusted Box A or Box D transactions

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