If you are able to import/enter all sales
transactions and they are reported on your Form 8949, then you do not need to send Form 8453, U.S. Individual
Income Tax Transmittal for an IRS e-file Return and
related attachments.
However, if you enter summary sales
transactions and they are reported on your Form 8949, then you should print and mail Form 8453, U.S. Individual
Income Tax Transmittal for an IRS e-file Return and the
related attachment(s), e.g. copy of Form 1099-B.
If you are able to successfully e-file your tax return(s)
and you entered summarized information for Form 1099-B and they are Accepted, you may complete, print and mail Form 8453, U.S. Individual
Income Tax Transmittal for an IRS e-file Return and
a copy of Form 1099-B. If you entered a summary in lieu of individual
transactions, TurboTax should have already e-filed both Schedule
D and Form 8949 with summarized information. You may verify what was
e-filed by reviewing your tax return(s): How
do I switch to Forms Mode in the TurboTax for Windows software? Please review the following for more information:
Mailing Instructions
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 may complete (TurboTax may automatically complete),
print and mail Form 8453 and a copy of Form 1099-B. See "When and Where To
File" on Form 8453 Page 2.
Here's how to mail your statements:
If you are e-filing your tax return, then mail your
statements along with Form 8453, U.S. Individual
Income Tax Transmittal for an IRS e-file Return to:
Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX 73344-0254
If you are not e-filing, then mail your statements with
your entire tax return to your local IRS office. (Where
to File Paper Tax Returns With or Without a Payment)
