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Level 2

Need Clarification about Form 8453 and 8949

Hi Friends,


I need help in understanding the requirement of sending the hard copy of Form 8949 after filing the return electronically.  I have short term and long term captial gain from sales of shares during the year and received Consolidated 1099 from the brokerage firm.  Can i whether I have to send the Form 8453  even if I file the return electronically.  If yes, what all documents I have to submit.


Please advise.




2 Replies
Level 15

Need Clarification about Form 8453 and 8949

on the 1099-B there were various categories of trades

types A & D where sales amount and cost were reported to the IRS.  there may be wash sales involved

types B & E where sales amount but not cost were reported to the IRS

Types C & F proceeds and costs not reported to IRS 



the detail of all trades reported on form 8949 must be submitted to the IRS either by completing the form for each trade or sending the 1099-B to the IRS using form 8453



details of trades types A & D properly reported directly on schedule D lines 1a or 8a do not have to be submitted to the IRS. 

Level 2

Need Clarification about Form 8453 and 8949

Thanks for the response and my transactions comes under Type A and D.  I received the consolidated 1099 statement from  Ameritrade.  Can i know how to provide the transactions to avoid sending the documents separately after filling e return.


I understand that if we provide transactions for each sale in the return than we donot need to send the form separately. If we are giving the summary of the transactions like total of sales and total cost we have to send the entire 1099(8949) statement through mail to IRS.


Please confirm as I prefer to avoid sending the statements through mail, if there is any option available.



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