DianeW777
Expert Alumni

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

 

@jennyw22

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