Question

Form 8949 Part II D

Forum|Forum|4 years ago
April 7, 2022
1 reply
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1099-B clearly stated "reported to IRS" but in Part II I checked wrong D E F box. Checked Box E ( not reported to IRS) instead of Box D (reported to IRS) This caused TurboTax to generate a 8453 that requires me to file within 3 days a 8949. IRS already has the 1099-B. Do I need to send them another completed 8949 as it was transmitted with my tax return for 2021.

M

mglauner

If you used the 'Summary' method for reporting your 1099-B (instead of individual transactions), you will need to mail a copy of your Form 8949 and 1099-B.

If the 'Filing Instructions' page instructs you to do this, click this link for more info on Do I Need to Mail Form 8949?

P

Phillip DAuthor

So regardless if I checked the wrong box in 8949 - box Part II E instead of D - I still need to mail a copy of my 1099-B and 8949 attached to 8453 Tax Transmittal for an IRS e-file return? And of course I will need to check the correct box D in 8949 Part II ????