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Retirement tax questions
Yes, you should mail your statements that verify your summarized totals. The IRS dictates the field lengths with the e-file specifications and requirements. They want the detail mailed to them with large transactions for better or worse. They also may want to review any non-covered (basis not reported to IRS) sale transactions. Be sure to include any statements or documentation that would provide this if you have those types of transactions.
If you are e-filing your tax return, then mail your statements along with Form 8453 to the following address within three days after the IRS accepts your tax return:
Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX 73344-0254
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‎April 14, 2021
1:51 PM