The IRS, state department(s) of revenue, and TurboTax do not have a function that allows attachments to be Accepted when e-filing.
If you enter a summary in lieu of individual transactions, TurboTax should generate both Schedule D and Form 8949 with summarized information. Please review the following for more information:
Mailing Instructions
Take a moment to double-check that your statements are complete. For each sale listed, there should be:
- A Description
- Date Acquired
- Date Sold
- Sales Price
- Cost Basis
- Gain or loss for each sale
- A sale category based on how the sale was reported to you and the IRS
In some uncommon cases, there will be an adjustment code and adjustment amount.
NOTE: 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.
Here's how to mail your statements:
Option 1
If you successfully e-filed your tax return(s), you should review IRS About Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return.
Per Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return,
The last box says, "Form 8949, Sales and Other Dispositions of Capital Assets (or a statement with the same information), if you elect not to report your transactions electronically on Form 8949."
Thus, you could complete, print and mail Form 8453 and a copy of Form 1099-B. See "When and Where To File" on Form 8453 Page 2.
Option 2
If you are not e-filing, then mail your
statements, i.e. Form 1099-B, with your entire tax return to your local IRS office: Where to File Paper Tax Returns With or Without a Payment.
