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Retirement tax questions
Not all 1099s can be imported, especially in the Online versions (there is a transaction limit). If it can't be imported, it has to be manually entered. When you enter a form by ''summary'', form 8453 must be mailed to the IRS with the 1099-B or brokerage statement so that the IRS has the complete info.
Include the 1099-B or brokerage statement for the one you did the summary for. The IRS has everything it needs for the ones you fully entered. When you print out the 8453, check to see if it has any of forms checked off and include those when you mail it.
‎June 4, 2019
1:50 PM