I started my 2024 taxes with TT online and then switched to TT desktop. Prior to switching to desktop, I uploaded my required 1099-B since I summarized stock sales.
I have not actually e-filed yet, but I printed a copy of my return for review. On my 1099-B worksheet, the box is checked requiring I submit a1099-B copy. Under the box, it references the pdf file I uploaded to TT online earlier (and TT desktop did not complete an 8453 form for me which I would have expected).
Will TT desktop prompt me for the 8453 when I e-file? I assume I still need to mail the physical copy even though there is reference to my pdf in the return.
Thanks for clarification.
Yes, you should be prompted to file the Form 8453. If for some reason you are not, you can add one before you e-file.
Yes, you should be prompted to file the Form 8453. If for some reason you are not, you can add one before you e-file.