DawnC
Expert Alumni

Investors & landlords

It depends on which sales sections were reported and if there were adjustments.  If you only entered a summary for Box A or Box D transactions and there were NO adjustments, you don't have to mail it.   But if you entered a summary for any other section (other than A or D) or you had adjustments in your Box A or Box D summary, you have to upload a PDF (only in TurboTax Online) or mail it in within 3 days.   TurboTax will print out Form 8453 with instructions if you are required to mail in your 1099-B.

 

See Mailing in 8949 with 8453 - the IRS needs the details of your or adjusted transactions from your 1099-B.

 

In lieu of 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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