TurboTax Premier now lets me upload a 1099-B pdf and says it will send it to the IRS for me. It uploaded successfully. Should I still mail it per the e-file instructions?

derek-p-daniels · ‎March 26, 2020

JulieS · ‎March 27, 2020

That depends on what was uploaded into the return. If the upload has all the individual transactions, then you do not need to mail in anything.

If the upload has any summary transactions, you do need to send in the individual transaction details.

A typical summary transaction description will be, E-trade short term and use Various as date acquired. An individual transaction will have a precise description such as, 100 Shares Intuit.

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JulieS · ‎March 27, 2020

That depends on what was uploaded into the return. If the upload has all the individual transactions, then you do not need to mail in anything.

If the upload has any summary transactions, you do need to send in the individual transaction details.

A typical summary transaction description will be, E-trade short term and use Various as date acquired. An individual transaction will have a precise description such as, 100 Shares Intuit.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

fanfare · ‎March 27, 2020

Other tax programs have had this feature for years.

If TurboTax added a step to attach a 1099-B PDF for e-Filing, that would be a new feature in 2019 TurboTax.

At that point, there's no reason to also mail a printout.

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TurboTax Premier now lets me upload a 1099-B pdf and says it will send it to the IRS for me. It uploaded successfully. Should I still mail it per the e-file instructions?