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filing form 8453

Forum|Forum|4 years ago
April 1, 2022
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Turbotax says I need to file a form 8453 but says nothing about attaching 1040-B information even though the Form 8949 box is checked. I uploaded my 1040B information from Fidelity so, do I need to print and attach the Fidelity form 1040B or just the Form 8453. Because of an unusual situation in 2021 there are many pages to print and send. I don't want to do this unless I absolutely have to.

Best answer by DianeW777

It depends. You can include the Form 1099-B from Fidelity which will hopefully eliminate any questions later and if you have a Form 8949 be sure to attach that as well to Form 8453.

If you would rather not send that now, you should have it printed to stay with your tax return files (actual print or .pdf file stored with your tax return file) so that you can easily access it should you need it later.

D

DianeW777Answer

It depends. You can include the Form 1099-B from Fidelity which will hopefully eliminate any questions later and if you have a Form 8949 be sure to attach that as well to Form 8453.

If you would rather not send that now, you should have it printed to stay with your tax return files (actual print or .pdf file stored with your tax return file) so that you can easily access it should you need it later.

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