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Retirement tax questions
Did you choose the option to enter a summary instead of entering each sale? If so, then you have to mail a copy of the brokerage statement listing the individual sales. You have to send a statement, not copies of individual 1099-B forms. If you e-file, TurboTax will produce a Form 8453. You print the Form 8453 and attach the brokerage statement(s) to it. If you file by mail, attach the statement(s) at the back of your tax return, after all the forms and schedules. In either case, click the "mailing instructions" link in the message at the bottom of the TurboTax page and follow the instructions that it displays.
‎June 5, 2019
4:01 PM