MonikaK1
Expert Alumni

Deductions & credits

As JamesG1 advised, you should include the Form 8949 from your tax return along with any summary calculations or spreadsheets you used to arrive at the totals that are reported on Form 8949. It's perfectly all right if what you have are handwritten lists, as long as they will tie in with the numbers on Form 8949.

 

Use Form 8453 to send any required paper forms or supporting documentation listed next to the checkboxes on Form 8453. Don't attach any form or document that isn't shown on Form 8453 next to the checkboxes. In your case, check the last box, for Form 8949 or a statement.

 

Statements should include the following items for each transaction:

 

  • Description
  • Date acquired,
  • Date sold,
  • Sales price,
  • Cost basis,
  • Gain or loss for each sale,
  • Sale category based on how the sale was reported to you and the IRS

Please see this help article for more information.

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