Do I have to mail all the stock transaction statements after e-filing if the summary of capital gains and losses are the exactly same as 1099-b?

[DawnC]

It depends on which sales sections were reported and if there were adjustments.  If you only entered a summary for Box A or Box D transactions and there were NO adjustments, you don't have to mail it.   But if you entered a summary for any other section (other than A or D) or you had adjustments in your Box A or Box D summary, you have to upload a PDF (only in TurboTax Online) or mail it in within 3 days.   TurboTax will print out Form 8453 with instructions if you are required to mail in your 1099-B.

See Mailing in 8949 with 8453 - the IRS needs the details of your or adjusted transactions from your 1099-B.

In lieu of Form 8949, you can substitute copies of your year-end broker statements that show the individual transactions. You don't need to include unadjusted Box A or Box D transactions.

[davidma]

Thanks for the help. Just to confirm, I am using the desktop premier version, so I can not just upload the pdf, instead I have to mail the paper statements, right? It will be about hundreds of pages, :(

[DavidD66]

You will have to mail it.  You cannot attach files to TurboTax Desktop.  And if your 1099-B or list of transactions is hundreds of pages, you would probably have to mail it anyway, as the file would be too large to e-file.  It's an IRS limitation, not TurboTax.