I've had a 1099-B for several years and reported it through TT via step-by-step of each box on the form, grouped by ST vs LT. This year (2024) TT is saying, that despite the 1099-B saying the brokerage is reporting the information to the IRS, TT is saying I need to mail in the forms with the statement. I checked to see if the form was transmitted electronically, and it appears it was. What's going on with TT this year?
does your 1099-B this year include any adjustments - wash sales, AMD etc?
Yes, I have a whopping $0.91 in my 1g Wash Sale Loss Disallowed box.
yup that'll trigger the mailing thing. I input these little wash sales as a "one by one" which puts them on an 8949, subtract those amounts from the sales summary entry to make the Schedule D whole, and the message about mailing things goes away.
This is a very common situation for stock sales and wash sales in particular. Mail your Form 8453 and Form 8949 and/or 1099-Bs to the IRS.
The address is on Form 8453 and printed here for your convenience.
Mail Form 8453 to: Internal Revenue Service Attn: Shipping and Receiving, 0254 Receipt and Control Branch Austin, TX 73344-0254