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santanine
New Member

May i attach 8949 at end of the electonic filing?

My 1099B is 66 pages and the import from tdameritrade did not include several thousands in fees I have payed for different stocks. I want to just fill in the sum of the 1099b (including the sum of my fees) and then attach the 8949 and I remember there was a point in the end of the electronic filing one could attach PDF documents. Is this correct and where exactly may I then attach these extra PDFs and may I attach the 8949 at this point?
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1 Reply
JamesG1
Expert Alumni

May i attach 8949 at end of the electonic filing?

TurboTax Online Premium will upload a PDF copy of your broker's IRS form 1099-B.  I do not know the size limitations that TurboTax or the IRS imposes.

 

Your brokerage statement includes a summary of your transactions, grouped by sales category, for example, Box C short-term transactions not reported on Form 1099-B or Box F long-term transactions not reported on Form 1099-B, you will enter the summary info instead of each individual transaction.  Follow these steps:

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & Income.
  • Scroll down to Investments and Savings and click the down arrow to the right.
  • Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
  • Click Add investments.
  • At the screen Let's import your tax info, click Enter a different way.
  • Click on Stock, Bonds, Mutual funds. Click  Continue.
  • At the screen Which bank or brokerage is on your 1099-B, enter the information. Click Continue.
  • Do these sales include any employee stock, click No.
  • Do you have more than three sales on your 1099-B, click Yes.
  • Do these sales include any other types of investments, click No.
  • Did you buy every investment listed on your 1099-B, click Yes.  Click Continue.
  • At the screen Now, choose how to enter your sales, select Sales section totals.  Click Continue.
  • At the screen Look for your sales on your 1099-B, click Continue.
  • At the screen Now enter one sales total on this 1099-B, enter information. Click Continue.
  • Repeat as necessary by clicking  Add another sales total.  Click Continue.
  • At the screen Now we'll help you upload your 1099-B since the IRS requires a copy, select Browse.
  • Download the 1099-B in PDF format from your provider.
  • Upload successful, click Continue.

 

 

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