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March 21, 2024
Question

I need to mail in Form 8453 with Form 8949 automatically selected. Tip says you can include brokerage year end docs instead. Can it be only page showing the transaction?

  • March 21, 2024
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1 reply

DawnC
Employee
March 21, 2024

In lieu of Form 8949, you can substitute copies of your year-end broker statements that show the individual transactions.   You don't need to include unadjusted Box A or Box D transactions.

 

If you go back in and enter your transactions one by one instead of in a summary - you won't need to mail anything.   The pic below says PDF, but that is only for the Online software.  If you use the desktop and enter a summary, you have to mail in the details.  

 

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