Turbo tax says I must mail Form 8453. 8453 wants me to attach Form 8949. One of my sales on Form 8949 says see attached statement.....do I need to attach a statement?

[taxrabbit]

+1 to warning users about physically mailing additional forms.

[k9dt]

Where in TurboTax do I find form 8453?

[k9dt]

I need form 8453.  TurboTax is NOT providing it.  Why not?

[DaveF1006]

8453 is a form to send any required paper forms or supporting documentation. If you are required to send documentation, Turbo Tax will automatically include this form in your return to print and mail along with any other documentation you need that the form requires. If Turbo Tax hasn't provided it, then the form wasn't required.

What do you need the form for? Also go to tax tools>tools>delete a form.  See if it is listed in your list of forms. if using the software, go to the forms mode to check if the form is listed.

[brwells13]

If I get the message to send in form 8453 with Form 8949, do I send all pages (58 pages) of my 1099-B? Or, can I send just the summary page (page 49 in my case) showing sales proceeds and net gains/losses for both covered short term, noncovered short term, covered long term, and other transactions?

[AmyC]

@brwells13 Send a copy of the entire 1099-B showing the detailed transactions within 3 days of acceptance.

[drennman]

I am confused.  Many of the answers as to why Form 8453 requesting Form 8949 relate to:

1.  Individuals who did not enter their detailed transactions on Form 8949 and used the Schedule D "summary option."  OK so the IRS wants to see Form 8949 or "a statement with the same information" which like some of the answers say is a copy of your 1099-B.  The 1099-B would seem to be "a statement with the same information."  

But of course the IRS has already been sent the 1099-B by your broker. Which raises the question as to why you need to send another copy, on paper no less?

But since you could have filed a fully acceptable paper return using the summary option, why does e-filing not allow this?

I did not use the summary option but TT still printed the 8453 instructing me to send the 8949.  But since I completed 8949 is it possible that TT did not include the 8949 when e-filing?

Why would I need to send a paper copy of something the IRS already has both on my 8949 and from my broker on 1099-B?

Thanks for clarification.

[DaveF1006]

It depends. I would go ahead and send a copy of the 8453 along with the 8949 with the complete mailing instructions for compliance reasons. Before you do, go through your transactions to see if you indicated you will enter summary transactions rather than one by one. Also, please review this Turbo Tax link to see if you did not report each transaction on a separate row.

[drennman]

OK, I will send the paper forms as you suggest.

But it is still a mystery to me.  I did recheck, as you suggested, that I did not (for some accidental reason) select the option to aggregate some or all transactions.  Each TT 1099-B worksheet does allow such an option - aggregate some and report some transaction by transaction.  

All my transactions are exactly as reported by the brokerage firm - no aggregations anywhere accidental or on purpose.   It's purely transaction by transaction.  

Is the 8453 generated by TT?   It must be because it's done before the return is e-filed and before the return is accepted by the IRS.

If this is correct, I will guess that TT did so because it got confused over the entry of "various" for "date acquired" which is a 100% valid entry and exactly as the brokerage firm reported it on its 1099-B, though each individual sale is listed line by line.  Each with its individual "date sold (never various), proceeds, and cost" even if there were 2 sales of the same stock on the same day (which were not aggregated either).

So my best guess - which is very possibly wrong - is that this is a TT error.  This year TT seems to be having problems with the 100% valid and correct entry of "various."

Then I am also guessing that TT did include the 8949 in my e-file package?  It just thought "date acquired of various" meant sales transaction aggregation (even though that option wasn't selected)?

Thanks. 

[DaveF1006]

Yes, the 8453 is automatically generated by Turbo Tax and is sent after the return has been efiled. In answer to your question about the 8949, if this is a form in your return, then it did get efiled with the remainder of the return. I cannot comment specifically why it is being asked unless I looked at your return. You may wish to  Contact Us  for phone support for further information to troubleshoot this specific area.

[drennman]

Thanks Again!  I appreciate your help!  

I have normally filed a paper return (archaic maybe but I knew exactly what I sent) but this year I e-filed and it took me so much longer to e-file than to print and mail my return.  E-file return was rejected multiple times also for the a valid entry of "various" on Form 1116 and I had to find and use a workaround.  Funny maybe.  

Next year, I will go back to the paper thing.  😊

Thanks again. 

[masterpan]

This seems like a bug on the TurboTax end - can someone open an issue on the backend and have it looked it? It's a pretty critical bug since it's forcing users to partially paper file without ANY warning before the e-filing.

I was just hit with the same issue: everything seemed great until after e-filing, I get a prompt that I need to print Form 8453 and with it Form 8949 along with all the worksheets (Form 1099-B). I'm also including my Schedule D along with all the other related worksheets and broker statements for good measure. If there was a warning given or had I known about this before I e-filed, I would've done my utmost to mitigate this.

As it is, I need to make a post office trip to mail the documents. Completely avoidable if this bug didn't exist...go figure there's a year between software release cycles to iron these out and still there's an issue!

[DianeW777]

This is a common action and not unusual.  If summary totals are used it is a requirement by the IRS. It's not clear if you selected to use summary totals.

If you did not summarize your totals, the mailing of these statements with Form 8453 should eliminate any questions in the future.  The Form 8949 was e-filed with your return and the detail statement is your backup which should be attached with the mailing.  The IRS already has the same copy of your Form 1099-B that you received.

TurboTax supplied the address and it is listed here for your convenience. Place them in the mail within three days of the IRS accepting your tax return.

Internal Revenue Service

Attn: Shipping and Receiving, 0254 

Receipt and Control Branch 

Austin, TX 73344-0254

@masterpan

[clobber88]

+1 TurboTax should warn you multiple times about the consequences of entering summaries only. This is rediculous.

[drennman]

Yes, it is very weird especially given the fact that summarizing Box D transactions is a 100% valid IRS option.  It is unclear to me why using this valid option generates lots of problems, forms to be mailed and lots of confusion.    

TT should flag this.  

If you are going to need to show up at the PO to mail paper forms, just do a paper return (IMO).  Nothing more to send no copies, no Form 8483, no confusion about whether you need to send copies of 1099-B's.