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acuppia
New Member

If Turbotax desktop does not generate an IRS Form 8453 for a Box B entry on the 8949 Form from the 1099-B, do I need to mail copy of my 1099-B statement to the IRS?

 
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1 Reply
DawnC
Expert Alumni

If Turbotax desktop does not generate an IRS Form 8453 for a Box B entry on the 8949 Form from the 1099-B, do I need to mail copy of my 1099-B statement to the IRS?

If you entered the details of the Box B entry (as opposed to a summary), you won't be required to mail in the 8453.   

 

If you're e-filing, you only need to mail the IRS a copy of your 8949 (along with Form 8453) if you entered sales section totals for one or more sales categories (instead of each individual sale) and one of the following is true:

 

  • 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 or box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement)
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