PDF attachments questions

[ajp]

First question:  When I attach PDFs, form 8453 prints out.  I am assuming that this form filed with the return.  I don't also have to send in the attachments, right?

Second question:  When I need to amend a return that had an attached PDF, I am assuming that I should delete the no longer relevant PDF and attach the corrected one in its place.  I am curious if other PDFs should remain?

[Jim-from-Ohio]

1. Form 8453 (with the required forms or supporting documents) must be mailed to the IRS within three business days after receiving acknowledgement that the return was accepted. An electronically-transmitted return will not be considered complete until a Form 8453 is received by the IRS.

2. Delete no longer used pdfs on the amended return. 

[ajp]

Really? Wow! So, what is the point of attaching pdfs if I have to print them out and send anyway?

One was a 1200+ page Brokerage document with lots of wash sale loss. Do I need to print out all sheets, or would a summary be enough?  

[ajp]

Perhaps I just send in the form, not the huge attachment?

[Jim-from-Ohio]

i never attach a 1099.. i report dividends, interest, etc and totals for capital gains and losses.

[ajp]

I generally don't either, but this was an exception due to the shear number of Wash Sale transactions. 

[sjrcpa]

Sounds like you inadvertently triggered 8453, when 8979 Practitioner PIN should apply. When the 8879 is used, the attachments go with the return and no paper mailing required.

[ajp]

Interesting.  The 8979 was used.  Thanks