Attach a paper copy of Form 8949 substitute statement

Follow these steps to attach a substitute statement for Form 8949.

Open the Electronic Filing
folder.

Select the 8453 screen.

In the Form 8949 or similar statement
field, enter 1
or 3
.

Open the Income
folder.

Select the

B&D

Broker

screen. Only use the Broker screen for a consolidated broker statement.

From the

B&D

screen, open the following:

Desc
: Enter

See attached

Date Acq'd
: Enter

Various

Date Sold
: Enter

Various

Force
: Use code 1 for short-term and code 2 for long-term.

If multiple items exist, enter the summary statement items in the 1st 10 rows of the statement to ensure proper processing by the IRS.

Print the return and attach the Form 8949 substitute to Form 8453 before mailing the return to the IRS.

note

If you submit an acceptable substitute instead of entering each transaction separately, UltraTax CS prints Form 8453 with the return.