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My form 8453 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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My form 8453 has the box checked for form 8949. Do I need to send this form or the form from my broker related to this form?
Probably both. It sounds like you entered category totals for investment sales
rather than entering each transaction. If so, IRS regulations require
you to mail in a detail (Form 8949) of your transactions and copy of
your broker statement summary. Or you can mail your entire Form
1099-B.
If you e-fled your return, 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
If you are mailing your return, 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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My form 8453 has the box checked for form 8949. Do I need to send this form or the form from my broker related to this form?
Probably both. It sounds like you entered category totals for investment sales
rather than entering each transaction. If so, IRS regulations require
you to mail in a detail (Form 8949) of your transactions and copy of
your broker statement summary. Or you can mail your entire Form
1099-B.
If you e-fled your return, 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
If you are mailing your return, 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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