If I attach a pdf of the 1099-B do I still need to mail the paper Form 8453 to the IRS?

[garman22 · Accepted solution]

I would say no as you've attached the PDF. But I have no definitive proof to my answer. 

[dd4vols]

I have not sent the 8453 since I started attaching the .pdfs a few years ago.  Made it thru a couple of the summer correspondence seasons, so I think we are ok with just the .pdf

[garman22]

I need to do that. I still attach them to the 8453's and mail in.

[kkwcpa]

Thanks. I attach the pdf copies but Proseries still prints out the 8453 so I was beginning to second guess myself!

[dd4vols]

my ProSeries  Professional  does not print the 8453 if I attach the .pdf.  When I attach the .pdf, I choose the  8949 as the type....so i assume that tells my program it's not necessary to print the 8453.

[TAXOH]

Mine doesn't print the 8453 either

[kkwcpa]

Mine started printing it last year. Maybe there is a setting that got changed somewhere.

[dd4vols]

In my Global Print Options>Control which forms print....i have 'If Required' chosen.... when you attach the .pdf, do you select the 8949 as the type?

[Happy-Tax]

Under the Schedule D "Capital Gains and Losses Condensed Entry Table" you'll find Misc Options selections A and B. If you select Yes under Option A, you'll always print the Form 8453. The sentence within the parentheses explains to mark Yes only if you're going to attach paper printouts and mail with the Form 8453. Conversely, if you're attaching PDF's to the efiled return, do not mark Yes. That should keep the 8453 from printing. At least that's the way it works on my system.

[abctax55]

I don't mail them....the whole POINT of being able to do the PDF attachment is to not have to mail those friggin' things in.

[garman22]

I guess I need to invest in a scanner, eh? Seems like too much work on my end. I push em off on my people. :open_mouth:

[sjrcpa]

That's why you have people.

[dd4vols]

get some 'scanner people'

[garman22]

"scanner people"....you, my friends are super smart!! I must get me some of them!!

[sjrcpa]

and a good quality fast scanner

[barb2]

My Fujitsu ix1500 is amazing and worth every penny.  I scan all docs in seconds.

Then under E-file - Attach PDF files, you choose form 8949 in the drop down of files to attach.  Seamless!

[markmcpa]

Almost three years later but this was the solution I was searching for! Wasted an hour trying to figure out what staff did to trigger the 8453 even though pdf properly attached. Thank you, Happy-Tax!