Form 8453 When Mailing it in Physically after E-filing

Forum|Forum|3 years ago
March 19, 2023
1 reply
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Hi, I had filed my taxes online e-filing and because on form 8949 I didn't list all my security transactions as single transactions along with the wash sales, I was told I need to physically mail in Form 8453. I am looking at this form at the IRS website and I am wondering, am I allowed to just fill out this form 8453 and then physically attach my 1099-B that I received from my mutual fund to show the transactions? I feel that would be so much easier than writing out all the steps such as date acquired, how much it sold for, etc. Is this allowed?

Not A Product Question

fanfare

Level 15

8453 is just a cover sheet.

if you check the last box 8949, then your consolidated 1099-B from broker is considered an acceptable substitute for the missing details,

@Sorakairi89

fanfare

Level 15

Note:

for Box A and Box D,. only wash sale details or other adjustments have to be supplied in detail to IRS.

unfortunately the broker won't put that on a separate sheet for you.

For example, if you have only one wash sale, send in that page of 1099-B report.

if you have no wash sales or other adjustments, no mailing is necessary.

there is no detail exception for the other Boxes.

@Sorakairi89

Sorakairi89Author

Level 4

I filled out 8949 but just put a summary of my wash sales and transactions.

But my 1099-B has details on each transaction and the wash sales split up.
Does that information alone if I print my statement suffice for the 8453 or do I have to write anything?

Sorry I am trying to understand your last response because you said something about my broker not supplying that information that I need to do myself, but to the best that I can see, I think the info is already there?