I filed form 1041 for a trust, chose summary entries:1 entry on form 8949 says '... see attached statement". I e-filed it. Where/when do I send the supporting 1099-B?

Forum|Forum|4 years ago
March 13, 2022
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When I printed the electronic filing instructions there was nothing about sending the 1099-B from my financial institution to the IRS in support of the summary entry. Why?

TurboTax Online

Anonymous_

Employee

The instructions are in the On Demand Tax Guidance, but they are easy to miss.

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bllwnnAuthor

So I was e-filing. And it says this: "If you are e-filing your tax return, you will need to attach a PDF copy of your 1099-B or broker statement(s) when you transmit your return. We will guide you through this process at that time."

But it never prompted me to attach a PDF copy of my 1099-B when I transmitted my return. Why? Because it was from Box A (Short-term transactions for which basis is reported to the IRS)? That would be hopeful, maybe the attachment is unneeded?

Anonymous_

Employee

@bllwnn wrote:
But it never prompted me to attach a PDF copy of my 1099-B when I transmitted my return. Why?

That appears to be a fault in the software since there is no way to attach a PDF copy in the program (other than the procedure for attaching the transmittal form - 8453).