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Level 3
posted Oct 14, 2023 9:12:42 AM

efiled, but TT says I have to also print 8949?

After I efiled my federal return.  TT popped up a message saying I have to print/mail a "US Individual Income Tax Transmittal for and IRS e-file Return" (form 8453))   That form in turn says I need to print and mail form 8949.

 

Not sure why I need to mail that form specifically?  Not sure if the message from TT is accurate and wonder if it will this just create confusion?  Has any one encountered this before?

0 4 315
4 Replies
Level 15
Oct 14, 2023 9:23:23 AM

Did you enter a summary instead of each security sale individually?

Level 15
Oct 14, 2023 9:43:17 AM

Per the IRS:

 

"If you e-file your return but choose not to report each transaction on a separate row on the electronic return, you must either (a) include Form 8949 as a PDF attachment to your return, or (b) attach Form 8949 to Form 8453 (or the appropriate form in the Form 8453 series) and mail the forms to the IRS."

https://www.irs.gov/instructions/i8949

Level 15
Oct 14, 2023 10:48:49 AM

What's missing here is that the subsequent Form 8949 would show 

each transaction on a separate row 

 

Do not mail the Form 8949 that you e-Filed.

That would be silly and is not called for.

 

@Aminy 

Level 3
Oct 14, 2023 2:10:00 PM

Thank you all for your input.  I think there was a 1099B with so many transactions that TT balked at it, and I just put in a summary, so I guess I'll attach that full list in what I send in.