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Retirement tax questions
Yes, it is necessary as you have summaries and also Box E filled out.
If not, you could be getting a letter from IRS.
If you're e-filing, you only need to mail copies of your 8949 along with Form 8453 if:
- You entered a summary for one or more sales categories (instead of each individual sale); AND
- The sales category for one or more summaries is something other than Box A (short-term covered) or Box D (long-term covered); or
- The Box A and/or Box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement).
‎June 6, 2019
12:09 AM