Form 8453 When Mailing it in Physically after E-filing

[Sorakairi89]

Hi, I had filed my taxes online e-filing and because on form 8949 I didn't list all my security transactions as single transactions along with the wash sales, I was told I need to physically mail in Form 8453. Can I just mail in my 1099-B statement? Do I need to include details and distributions pages on my consolidated tax documents or does the 1099-B suffice?

[MaryK4]

If you entered your 1099-B information in TurboTax and have no other adjustments, you may qualify for the exception which allows you to not mail the statement.  

• Form 8949 isn't required for certain transactions. You may be able to aggregate those transactions and report them directly on either line 1a (for short-term transactions) or line 8a (for long-term transactions) of Schedule D. This option applies only to transactions (other than sales of collectibles) for which:
• You received a Form 1099-B (or substitute statement) that shows basis was reported to the IRS and doesn't show any adjustments in box 1f or 1g;
• The Ordinary box in box 2 isn’t checked;
• You don't need to make any adjustments to the basis or type of gain (or loss) reported on Form 1099-B (or substitute statement), or to your gain (or loss); and
• You aren’t electing to defer income due to an investment in a QOF and aren’t terminating deferral from an investment in a QOF.

See Exceptions to reporting each transaction on a separate row.

[jinxymutt]

I would suggest you not send anything in unless the IRS has specifically requested the additional information, they may accept your return as is, but if they have another schedule show up it may create more confusion than is necessary. if the request comes to you it will be in writing and they will clearly detail what they need.

Standby and don't worry, it can all be subsequently rectified.