Question

As of 2/17/25 Still being required to mail in Form 8949 & 8453 With the 1099 B; I've not had to do this before and had the same type of form last year. What's up with Turbo Tax Desktop?

Forum|Forum|1 year ago
February 17, 2025
1 reply
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I've had a 1099-B for several years and reported it through TT via step-by-step of each box on the form, grouped by ST vs LT. This year (2024) TT is saying, that despite the 1099-B saying the brokerage is reporting the information to the IRS, TT is saying I need to mail in the forms with the statement. I checked to see if the form was transmitted electronically, and it appears it was. What's going on with TT this year?

baldietax

does your 1099-B this year include any adjustments - wash sales, AMD etc?

C

ChitownpayerAuthor

Yes, I have a whopping $0.91 in my 1g Wash Sale Loss Disallowed box.

baldietax

yup that'll trigger the mailing thing. I input these little wash sales as a "one by one" which puts them on an 8949, subtract those amounts from the sales summary entry to make the Schedule D whole, and the message about mailing things goes away.