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Retirement tax questions
If you are reporting summary totals for your investment sales, any sales summaries that include only Box A or Box D sales, and which have no
adjustments to gain/loss, do not need to be included on a statement mailed to
the IRS. If you reported summary sales for Box B, C, E, or F, the IRS requires you to mail a copy of your statement along with Form 8453.
If you are e-filing your tax return, then mail your statements along with Form 8453 to:
Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX 73344-0254
If you are not e-filing, then mail your statements with your entire tax return to your local IRS office.
‎June 1, 2019
12:14 PM