You have to file it, yes, but whether or not you have to mail in the details depends on how you enter the 1099-B @themanns5. Have you reported the 1099-B in the investments section yet? That link has instructions. If you don't enter a summary, you won't have to mail in the details, but it still gets filed with your return.
If you're e-filing, you only need to mail copies of your 8949 along with Form 8453 if:
- You entered a summary for one or more sales categories (instead of each individual sale); AND
- 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 and/or Box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement).
Otherwise, if you entered each individual sale, or you entered summaries for Boxes A and/or D with no adjustments, don't mail in your 8949.
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