MaryK4
Expert Alumni

After you file

The Form 8949 is for the sale of stocks etc.- most likely from a 1099-B.    

 

If you're e-filing, you only need to mail the IRS a copy of your 8949 (along with Form 8453) if you entered sales section totals for one or more sales categories (instead of each individual sale) and one of the following is true:

  • The sales category for one or more summaries is something other than box A (short-term covered) or box D (long-term covered), or
  • The box A or box D summary includes adjustments (typically listed in boxes 1f or 1g on your broker statement)

See Do I need to fill out or mail in Form 8949? - TurboTax Support

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