Question

Too many stock transactions to upload, but now this is fixed the day after I submit my return? Do I go back or is it too late?

Forum|Forum|3 years ago
April 5, 2023
2 replies
0 views

My stock transactions upload failed (too many transactions) so I had to report everything using aggregation within each box type (A, B, C, or D). I literally just e-filed last night, and I'm supposed to mail in to the IRS directly the brokerage 1099-B statements.

However, I just received an email today from TT saying that they fixed this bug and you can now upload up to 10,000 stock transactions. Since I just e-filed my return last night, is it too late to go back? Should I just continue following the original instructions to send in by mail to the IRS the brokerage statements, or is it worthwhile to attempt to go back and "fix" or "redo" my return to avoid having to send the additional paper in to the IRS?

Thanks!

R

robtm

Employee

Once the return is submitted it is too late to make any changes to it. It's just like dropping it into a mailbox. You should continue to do what TT told you to do and mail in a copy of the 1099-B to the IRS.

H

HelenC12

Wait. If your tax return gets rejected by the IRS, you can e-file the one with the imported info.

If your tax return gets accepted by the IRS, you'll have to continue following the original instructions, to send in by mail, to the IRS, the brokerage statements.

Additional information: How do I mail Form 8453?

Edited 4-5-2023|3:15 PM PST]

@Denbirdies71

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