Beginner Deluxe DESKTOP. Confused about form 8949. Included in pdf of SUBMITTED e-file. If 8949 in the SUBMITTED pdf, do I still need to submit snail mail paper copy?

[wolfprima]

Don't understand why when G/L data entered system said 8949 had to be snail mailed. Yet form included in the e-file pdf.

[baldietax · Accepted solution]

If you input summary entries with adjustments (wash sales, accrued market discount etc) or non-covered categories without the sales details, you will be required to send those details to the IRS using Form 8453.  The 1099B statement is usually sent as the substitute for Form 8949 with those details.  The 8949 that is e-filed in your return may only contain the summary level adjustments so is not sufficient, and may have a "see attached statement" in the description.

If you've not yet filed and don't have many of these adjustments you can remove the mailing requirement if you split the 1099B and input those items using "One by One" which will put the sales details on your e-filed Form 8949, and enter the balance of your 1099B at summary level without adjustments, and then check the totals on Schedule D.

If using TT Online you can also upload the 1099B PDF as an attachment (not imported data into forms) to satisfy the snail mail requirement.

If your situation doesn't fit the above please clarify.

See

https://ttlc.intuit.com/turbotax-support/en-us/help-article/form-1099-b/need-include-1099-b-return/L...

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/need-mail-form-8453-u-individ...

[wolfprima]

Thank you so much. I entered each of the 1099 schedule A, D, and E transactions on form 8949. Based on your articulate reply, I don't have to rush to the post office since the 8949 - with details - is included in the e-file. YAY