HelenC12
Expert Alumni

Retirement tax questions

Yes, there is an alternate way to file. You would delete your imported information and enter a summary of the different categories of transactions reported on your Form 1099-B (short-term covered, short-term not covered, long-term covered, long-term not covered). 

  • This would require you to mail a copy (not the original) of your Form 1099-B to the IRS within three days of your return being accepted by the IRS.  The Form 1099-B would be attached to Form 8453, which will print with your return.  

Please see the following for instructions: How do I fix multiple “Needs Review” transactions?

 

 

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