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March 18, 2025
Question

efile Form 1041 for Trust and attach PDF of 1099-B. Can I do this?

  • March 18, 2025
  • 1 reply
  • 0 views

I would like to efile Form 1041 return for a trust and attach a PDF of 1099-B to show detailed transactions. I realize I can aggregate transactions under most circumstances but Form 8949 has exceptions where codes or adjustments are required. I cannot find where TurboTax allows me to add such an attachment prior to efiling.

1 reply

M-MTax
March 18, 2025

@jjreynol wrote:

I cannot find where TurboTax allows me to add such an attachment prior to efiling.


TurboTax Business does not support attaching PDFs other than for e-file authorization (Form 8453).