Filed 2022 returns today and Turbotax says that I need to mail in form Form 8453 plus 8949 - see below for doc to be mailed requirements. When I search for this form within my returns I see only page 2 not page 1...why is this? When I try to print form 8949 it only shows me a PDF with page 2....where is page 1 and why is it missing? I do see page 1 in the "Forms View" but it doesn't appear it's in my PDF for my returns. Please advise on what needs to be mailed to the IRS - seems strange to only include page 2
Form 8949, Sales and Other Dispositions of Capital Assets (or a statement with the same information), if you elect not to report your transactions electronically on Form 8949
If you can see the complete Form 8949 in the Forms view in TurboTax Desktop, you can choose to print just Form 8949.
With that form highlighted in Forms view, click File from the black top menu bar, and then click Print. A pop-up display will appear with the form already selected for printing, and you can choose to print other forms as well. Then, you can create a separate PDF of just the forms you would like to print.
However, if you are being asked to Form 8453, it's generally because you chose to use the summary transaction method of reporting your 1099B transactions instead of entering individual sales. Note that the form states "Form 8949, Sales and Other Dispositions of Capital Assets (or a statement with the same information), if you elect not to report your transactions electronically on Form 8949".
If that is the case, then the Form 8949 prepared by TurboTax won't include the additional details about the individual sales and you should mail the brokerage (or other) statements that show the details of your transactions. Statements should include the following items for each transaction (these are usually reported on your Forms 1099-B or on a supporting statement):
Please see this help article for more information.
Thanks - I did follow your instructions but it still prints on page 2 (Part 2) of the 8949. Page 1 is being excluded. Can someone please clarify why this is the case?
Yes, if you don't have any transactions on page 1, it will only print page 2. Page 1 is short term transactions (asset owned less than one year) and page 2 is long term transactions (asset owned one year or more).
If you have at least one short term transaction and the program is still not printing page 1, please respond back and we can look into this further.