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Retirement tax questions
@Anonymous I don't think it's necessary to send the transaction details with the amended return. By the time you file the amended return the IRS should already have the details one way or another. Either they were all covered securities and the broker reported the detail to the IRS, or you will mail the detail with Form 8453 now that you have e-filed the original return.
‎February 17, 2021
2:06 PM