Does Turbotax efile support uploading my own 8949, if I enter a summary of my 1099B stock sales.

Forum|Forum|3 years ago
March 16, 2023
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According to IRS E-file. If you e-file your return but choose not to report each transaction on a
separate row on the electronic return, you must either (a) include Form 8949 as a PDF attachment to your return, or (b) attach Form 8949 to Form 8453 (or the appropriate form in the Form 8453 series) and mail the forms to the IRS. (However, you can't attach a paper Form 8949 to Form 8453-FE.) 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.

If I use Turbotax to Efile, how could I include Form 8949 as a PDF attachment to your return?

My 8949 has 400 pages, it would be costly and not green to print and mail it. I really don't want to do that if I can attach a pdf while efile.

Best answer by fanfare

TurboTax Online will accept a PDF file .

TurboTax CD/download did not, last year

maybe they've gotten better this year.

@chenzhendong

DavidD66

TurboTax does support uploading 8949, or a statement as an attachment to your return when you report your 1099-B trades as summary totals. The program will walk you through the process after you report your transactions. However, I recommend you print and mail your 8949 if it is 400 pages. The size of the PDF file will be so large that it my prevent the e-file from going properly transmitting.

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fanfareAnswer

Employee

TurboTax Online will accept a PDF file .

TurboTax CD/download did not, last year

maybe they've gotten better this year.

@chenzhendong

fanfare

Employee

For Box A and Box D, only wash sales have to be detailed on Form 8949 or equivalent.

Do not mail 400 pages of details to the IRS that are circumvented by the:

Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.

@chenzhendong