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brianbattuello
Returning Member

1099-B

I have a 1099-B for sales of stock I earlier withdrew out of a 401K (using the total distribution/NUA option).  Although the form doesn't have the cost basis, I know the exact basis from the 401K distribution.  I'm getting an advisory on Turbo Tax that I need to mail a form 8453 along with "statements".  

 

The form 8453 has a series of check boxes and none seem to apply to my situation, and it says not to send it if you can't check one of the boxes.  Second, I have no idea what "statements" they want to see.  I only have a 1099-R from my 401(k) withdrawal and my 1099-B for the sale.  Any idea what they want and/or what might happen if I don't mail it in?   Thanks!

brianbattuello
Returning Member

1099-B

Never mind.  I decided it was safer to just type the entries in separately, and the mail in requirement went away.  Thanks anyway!

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