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posted Apr 15, 2025 10:09:10 AM

Request to mail in Form 8453 with Form 8949 info

I transferred all 1099-B information from my brokerage account electronically with all pertinent information to complete Forms 8949. From what I can see on my completed tax return from TurboTax all Forms 8949 are included, listing all individual transactions. I filed the completed tax return electronically, so I don't understand why the provided Form 8453 has the the box checked saying "...if you elect not to report your transactions electronically on Form 8949." I thought they were electronically filed.

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1 Replies
Level 8
Apr 18, 2025 4:53:02 AM

Normally this is triggered by making adjustments to sales summaries, but it sounds like you imported and everything was entered "one by one" at detail level.  few things to try:

 

if you have multiple 1099s, on desktop you can go into Forms mode, on the 1099-B worksheets at the bottom there is a checkbox whether that 1099-B triggered a mail-in to help narrow it down.

 

on the 8949s check if any items have "see attached statement" in the description.

 

if you had any non-covered categories this may also be triggering the mail-in tho I have avoided this with input as one-by-one; maybe an oddity of the import, a cost basis is missing instead of 0 etc, tho I'd expect that to get flagged for review