▲ 7 r/taxpros
Many of my clients provide a digital copy of their 1099B so I can just tack it onto their tax returns, but some of them only have a paper copy. So I send it along to Austin with an 8453 and mark on the Schedule D "Via Fidelity (sic) See Attached" and mark the dates as Various. I'm noticing that with most of my new clients, the 2024 Schedule D just says Fidelity with some most likely random date. No 8453 in their client copy. Wondering if the IRS ever goes back to these taxpayers for more detail, or if I am just doing extra work for nothing.
u/Accomplished-Ruin742 — 10 days ago