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posted Jun 6, 2019 12:09:37 AM

If i filed electronically why do i need to mail in Form 8949. I filled in the tax info from my 1099

I e-filed my 2018 return.  I used the 0199 to fill in for Category summary for Box A, D, E..  i am now being requested to mail in form 8453 with form 8949.  Is this really necessary since i e-filed?

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1 Best answer
Level 15
Jun 6, 2019 12:09:39 AM

Yes, it is necessary as you have summaries and also Box E filled out.

If not, you could be getting a letter from IRS.

If you're e-filing, you only need to mail copies of your 8949 along with Form 8453 if:

  • You entered a summary for one or more sales categories (instead of each individual sale); AND
  • The sales category for one or more summaries is something other than Box A (short-term covered) or Box D (long-term covered); or
  • The Box A and/or Box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement).

1 Replies
Level 15
Jun 6, 2019 12:09:39 AM

Yes, it is necessary as you have summaries and also Box E filled out.

If not, you could be getting a letter from IRS.

If you're e-filing, you only need to mail copies of your 8949 along with Form 8453 if:

  • You entered a summary for one or more sales categories (instead of each individual sale); AND
  • The sales category for one or more summaries is something other than Box A (short-term covered) or Box D (long-term covered); or
  • The Box A and/or Box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement).