Mailing 1099-B with 8453 when e-filing via TT desktop

[astro14c]

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.

[DianeW777 · Accepted solution]

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.

1. Open your return in TurboTax Desktop > Select Forms
2. Open Form on left > Type 8453 > Enter Select under 2024 US Form 1040 > Form 8453 > Click Open Form at the bottom
3. Check the box for Form 8949 and follow the mailing instructions in the link below.
   • How do I mail Form 8453?
4. Once complete go back to Step-by-Step and finish filing your return.

@astro14c