How do I mail my 1099-B statement to the IRS

[erandmar]

My 1099-B is too large to upload.  How do I mail my 1099-B statement to the IRS?

[RayW7]

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)

[fanfare]

At tax time, you have the option to summarize your activity by Sales Category.

As an active investor, be aware that your category Box A or Box D sales without adjustments do not require Form 8949, so there is no reason to import or key in those transactions.
Instead use the "enter a summary" option to put your numbers on Schedule D Line 1a or Line 8a.

Category A and D are the covered transactions.

If you summarize (recommended),

you only need to supply details of 1099-B covered transactions with adjustments that are not listed on your e-Filed Form 8949. and all non-covered transactions not listed there.

In other words, for active investors, generally this is a list of the Wash Sales.

Note: turboTax may suppress some covered transactions without adjustments. For those, no mailing is required !
--
If you have two pages (for example) of Wash Sales,
use Adobe Reader to print those two pages. That's all you have to mail to the IRS, given that those wash sales are not on your e-Filed form 8949 already.
(you might enter them manually if they are few in number.)

If you were wise enough to avoid wash sales, you won't have to list or mail anything.
Meanwhile some have reported that TurboTax will take your 1099-B PDF, if it is not too big, as an attachment avoiding the need to mail it.
TurboTax has not documented or publicized this capability.