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MarilynG1
Employee Tax Expert

Apex clearing importing

No, TurboTax will print all the forms you need when you choose 'Print for Mailing'.

 

@Ambilobe 

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Apex clearing importing

I am confused.

Turbotax is requesting me to physically mail the the 1099b within 3 days of my accepted e file. 

 

It will not provide the forms to send in? 

 

 

MarilynG1
Employee Tax Expert

Apex clearing importing

If you used the Summary Method to report, you may have to mail your 1099-B if you have certain types of transactions.  TurboTax prints the 8453 as a mailing cover sheet, and Form 8949.

 

"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)

 

@Ambilobe 

 

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