Any form or document that isn’t listed on Form 8453 next to the checkboxes. If you’re required to mail in any documentation that isn’t listed on Form 8453, you can’t e-file your tax return. A copy of your electronically-filed Form 1040, 1040-SR, 1040-NR, 1040-PR, or 1040-SS

2022年2月16日 · According to E-file in the Instructions for Form 8949, you can either attach Form(s) 8949 showing all the individual transactions to Form 8453, or you can attach one or more statements containing all the same information as Form 8949, instead of attaching Form 8949, if the statements are in a format similar to Form 8949.

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.

2019年6月7日 · I decided to do it anyways, since I have 2 SMA's with 100-200 individual stocks each. However, while TT tells you to send the Form 8453 with the 1099-B during the preparation of the data, the printed filing instructions are not clear about the actual documents that need to be send with Form 8453.

2024年2月27日 · However, when I pulled up Form 8453-PE on the preview, it shows the unsigned Form 8453-PE that I previously printed to sign. Is the form 8453-PE unsupported for e-file. The form 8453-PE is the signature declaration form for the return so it …

2022年3月14日 · Form 8453 is literally titled "U.S. Individual Income Tax Transmittal for an IRS e-file Return" and is used to submit forms that the IRS requires you to mail in even if you e-file. The IRS will never release coding for this form and other attachments that should be mailed in for TurboTax to add to the software.

2022年2月26日 · Taxpayers must make the documents available to the PA Department of Revenue upon request. Do not mail Form PA-8453 and attachments to the PA Department of Revenue unless requested. So, the correct answer is you need it but probably don't actually need to mail it. See the rest of the instructions in case you are the odd case that needs to mail it.

2019年6月7日 · Short Answer: You do not need to mail Form 8949, but you do need to mail your supporting statements, such as your brokerage statements (Form 1099B) and Form 8453. When you use this summary method of reporting (i.e. you just entered your totals and not each individual transaction), in some cases, the IRS still wants the supporting details sent ...

2019年6月1日 · No, you don't need to mail your 1099-B; the IRS has a copy, even though this is mentioned in some entry areas. If you entered a summary of sales, you may need to attach a statement to Form 8453 to mail in after you efile. Your 'Filing Instructions' that print with the PDF copy of your return will tell you what to mail and where to send it, if ...

2019年6月7日 · Short Answer: You do not really need to mail Form 8949, but you do need to mail your supporting statements, such as your brokerage statements (Form 1099B) and Form 8453. When you use this summary method of reporting (i.e. you just entered your totals and not each individual transaction), in some cases, the IRS still wants the supporting details ...