What can I do to avoid having to mail in Form 8949 for stock sales when filing electronically?

[blueberry40]

Is there a way I can enter stock sales in Turbo Tax so that I don't have to mail in Form 8949?

Last year I had to do this though I filed electronically. I'm not sure what triggers this.

I have some covered stock sales where the broker reported the cost basis to the IRS, and some non covered where the broker didn't report the cost basis, but I have it.

[robtm]

When do I need to include my 1099-B with my return?

SOLVED•by TurboTax•375•Updated January 25, 2023

The IRS will require a copy of your Form 1099-B if you’re reporting your transactions by sales section totals instead of reporting each one separately, and one of the following is true:

• You made adjustments to your investment income
• Your cost basis isn’t reported to the IRS

TurboTax will figure out if you need to provide the IRS with a copy of your 1099-B. If you do need to include this form, you’ll be prompted to upload a PDF copy after you enter your sales section totals in the investments section of TurboTax Online (TurboTax CD/Download doesn’t support 1099-B upload). You can download or request a PDF copy of your 1099-B from your broker’s online account.

Here’s how to attach a Form 1099-B to your tax return in TurboTax Online:

1. On the screen Now we’ll help you upload your 1099-B since the IRS requires a copy, select Browse to upload a PDF file of your 1099-B from your computer (you can also drag and drop the file into the upload box on this screen)
2. When you see the message Upload successful! select Continue
3. If you select Skip and choose not to upload your 1099-B, you’ll see the screen How do you plan on submitting your 1099-B to the IRS? If you select I’m planning to upload a PDF copy later, be sure not to forget
4. On the Your investment sales summary screen (your screen might be titled Your investments and savings), if you have more investment sales to enter, select Add another sale or Add investments. Otherwise, select Continue

Note: If you choose not to upload a PDF of your 1099-B in TurboTax Online, or if you’re using TurboTax CD/Download, TurboTax will generate Form 8453. You can still e-file your return, but you'll need to mail a paper copy of your 1099-B to the IRS along with Form 8453, which you can print from your online account or from the desktop software.

Mail these completed forms to the IRS at the address below by the tax-filing deadline:

Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX 73344-0254

[blueberry40]

Thanks @robtm that's great. So, I'll report the non covered ones individually then and sounds like that should mean I don't need to mail anything in.