I have a very large 1099-b. I will use the summary in TurboTax. I will need to file a 8949 and send a copy of the full 1099-b to the IRS by mail.
The 1099-b is 100 pages.
Can I send a copy of the 1009-b as a PDF written to a CD-ROM instead of mailing a paper copy?
You'll need to sign in or create an account to connect with an expert.
I would like to present you with another alternative.
TurboTax Premiere has an Import feature that will digitally post your return with the complete 1099 B.
Once logged in you should go to:
Enter you Information for the Import
Hi JOhn,
However in my case the 1009-b too large to enter directly into TT.
@marktaxlisa you cannot send the IRS a CD or flash drive due to security risks (your drive or disk could be infected with a virus). You will have to mail a copy. I suggest taking somewhere like the FedX Store and printing on both sides.
If your 1099-B has too many transactions to enter or download into TurboTax, uou can enter category totals instead of individual transactions. To do so,
After entering all your category summaries, Look for "To finish reporting these sales, follow the mailing instructions" and click on the link for these instructions:
Take a moment to double-check that your statements are complete. For each sale listed, there should be:
In some uncommon cases, there will be an adjustment code and adjustment amount.
NOTE: Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS.
Here's how to mail your statements:
If you are e-filing your tax return, then mail your statements along with Form 8453 to:
Internal Revenue Service
Attn: Shipping and Receiving, 0254
Receipt and Control Branch
Austin, TX 73344-0254
If you are not e-filing, then mail your statements with your entire tax return to your local IRS office.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
rose707
New Member
LK2023
Level 3
loyal-but---user
Level 3
santanine
New Member
soul23
Level 2
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.