Hi tax experts. I need some help. What happens if I Efiled the tax return without the 1099 cons attachment that was supposed to go with it? Do I just amend the return re-file, or cont

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You can supersede a return before the deadline. Just e-file again.


You can but you have to paper-file. I left the statement for the partnership.

You don’t need to attach 1099s. We may attach 1099s if there were any transactions that were not reported to IRS. As of now, I would wait on IRS and if they request then send the 1099s. There is no need to amend the return unless you have some income that you forgot to report.


I work in our high net worth 1040 practice. We stopped attaching details on capital gain transactions to Schedule D year’s ago, literally. I think we last did it in 2012. We have taxpayers reporting hundreds of millions in sales, perhaps thousands of transactions, and we don’t attach. The IRS has the proceeds and the basis info, which was reported on the return, and if for some reason they want more info then they can ask for it. I would not amend the return under any circumstances, it’s not necessary.


This. We haven't attached detail in almost a decade, and no clients have ever received a notice. You don't need to.

You only have to “amend” once the filing due date has passed.


What type of return were you filing and what exactly is a “1099 cons attachment?’


Another thought, before talking with others google: is irs form 8494 optional


should I wait for the IRS to send a notice?

Thank you all for the replies. This has been helpful. We are a smaller firm. The software is not as ... smart as it should be. Partner is aware of these and we'll probably play the waiting game on them since we do have all the necessary support if needed.

Thanks, once again!

There’s an additional form you can fill out and then mail to irs

I would definitely not amend- there’s additional feee you get charged when you do that. Either just file a superseded return, wait for a notice or file the additional form. I recommend filing the form.

I would definitely wait until they ask instead of messing up an e-file that is in process.

Possibly, everything they had was a covered transaction and there is no need to attach anything, the IRS already has the basis. Also, even if you put “see attached” in the detail of 8949 but didn’t attach anything, if the totals all match there is no issue.

The biggest red flag I think would be reporting something from the C category with no basis and no attachment and nothing to prove your lack of gain you are claiming, but really, it could take the IRS three years to even spot it. I wouldn’t lose sleep over it.

Manager 1 is my new benchmark, if they are reporting hundreds of millions in sales and NO support at all, I’m not either! 👍

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