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nevabreak
New Member

My form 8543 has the box checked for form 8949. Do I need to send this form or the form from my broker related to this form?

 
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DDollar
Expert Alumni

My form 8543 has the box checked for form 8949. Do I need to send this form or the form from my broker related to this form?

Both. It sounds like you entered category totals for for your investment sales rather than enter each transaction.  If so, follow these directions:

E-filed returns – Within three days after the IRS has accepted your return, mail the Form 8949 generated by TurboTax, a copy of the summary statements provided by your broker, and the Form 8453 generated by TurboTax, to the following address:

Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX 73344-0254

Paper-filed returns – Include the Schedule D prepared by TurboTax and a copy of your transaction summary from your broker or financial institution. Include both Schedule D and Form 8949 with your mailed return, along with any other paperwork specified in the Filing Instructions printout.



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DDollar
Expert Alumni

My form 8543 has the box checked for form 8949. Do I need to send this form or the form from my broker related to this form?

Both. It sounds like you entered category totals for for your investment sales rather than enter each transaction.  If so, follow these directions:

E-filed returns – Within three days after the IRS has accepted your return, mail the Form 8949 generated by TurboTax, a copy of the summary statements provided by your broker, and the Form 8453 generated by TurboTax, to the following address:

Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX 73344-0254

Paper-filed returns – Include the Schedule D prepared by TurboTax and a copy of your transaction summary from your broker or financial institution. Include both Schedule D and Form 8949 with your mailed return, along with any other paperwork specified in the Filing Instructions printout.



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