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arlene8693
Returning Member

Should I attach brokerage statements for paper filing after each of the individual 8949 pages that refers to them or right after all 8949 pages or after all tax forms?

Paper filing entire return and not sure where to put brokerage statements.  I have multiple pages of 8949 (12a sequence) with adjustments so must file multiple brokerage statements. If separate do they get stapled separately. If too thick to staple tax return plus all brokerage statements what do you do?

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Accepted Solutions
JulieR
Expert Alumni

Should I attach brokerage statements for paper filing after each of the individual 8949 pages that refers to them or right after all 8949 pages or after all tax forms?

Don't separate the brokerage statement pages.  Attached them altogether.  If it is too thick, staple the return pages together then staple the brokerage statements to the last couple of pages of the return so that they remain attached.

I hope you find this helpful. 

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1 Reply
JulieR
Expert Alumni

Should I attach brokerage statements for paper filing after each of the individual 8949 pages that refers to them or right after all 8949 pages or after all tax forms?

Don't separate the brokerage statement pages.  Attached them altogether.  If it is too thick, staple the return pages together then staple the brokerage statements to the last couple of pages of the return so that they remain attached.

I hope you find this helpful. 

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