As of 2/17/25 Still being required to mail in Form 8949 & 8453 With the 1099 B; I've not had to do this before and had the same type of form last year. What's up with Turbo Tax Desktop?

[Chitownpayer]

I've had a 1099-B for several years and reported it through TT via step-by-step of each box on the form, grouped by ST vs LT.  This year (2024) TT is saying, that despite the 1099-B saying the brokerage is reporting the information to the IRS, TT is saying I need to mail in the forms with the statement.  I checked to see if the form was transmitted electronically, and it appears it was.  What's going on with TT this year?

[baldietax]

does your 1099-B this year include any adjustments - wash sales, AMD etc?

[Chitownpayer]

Yes, I have a whopping $0.91 in my 1g  Wash Sale Loss Disallowed box. 

[baldietax]

yup that'll trigger the mailing thing.  I input these little wash sales as a "one by one" which puts them on an 8949, subtract those amounts from the sales summary entry to make the Schedule D whole, and the message about mailing things goes away.

[DianeW777]

This is a very common situation for stock sales and wash sales in particular. Mail  your Form 8453 and Form 8949 and/or 1099-Bs to the IRS.

The address is on Form 8453 and printed here for your convenience.

Mail Form 8453 to: Internal Revenue Service Attn: Shipping and Receiving, 0254 Receipt and Control Branch Austin, TX 73344-0254

@Chitownpayer 

[Chitownpayer]

Well, I've filed my return electronically so I gues for this 2024 year I'll have to mail it in for the lousy $0.91 wash sale.  I'll follow your instructions for 2025 (assuming I have this again).  Thank you!