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Retirement tax questions
No, not necessarily. Form 1099-B is not necessarily attached. Only the pages or portions relevant to detailing the summary are mailed. The mailing must include a "cover page" of Form 8453, which can be prepared in TurboTax.
The tax return that is e-filed or mailed can include Form 8949 reporting investment sales with detail in part and with summary for other parts. Anything that was entered in summary is expected to be mailed within three days of electronically filing.
May 15, 2021
1:17 PM