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Level 4
Oct 13, 2021 3:33 PM UTC
Solved

Attachment

I have e-filed my return and for one of the items in form 8949, I have attached a pdf file under C) Short-term transactions not reported to you on Form 1099-B and F) Long-term transactions not reported to you on Form 1099-B. In my return pdf file its typed as "Transactions - see attached statement." The "- see attached statement" is what turbotax has added. But when I open my return pdf file, I dont see that attachment. Is that normal or the attachments should also be visible in the return file?

rjs
rjsAnswer
Level 15
Oct 13, 2021 3:47 PM UTC

You cannot include an attachment in a tax return that you e-file with TurboTax. When you e-file and you have an attachment for Form 8949, you print the attachment and mail it to the IRS, attached to Form 8453, which serves as a cover sheet. TurboTax will fill out the Form 8453 for you and prompt you to print it.

 

10 replies

rjs
Level 15
rjsLevel 15Answer
Level 15
Oct 13, 2021 3:47 PM UTC

You cannot include an attachment in a tax return that you e-file with TurboTax. When you e-file and you have an attachment for Form 8949, you print the attachment and mail it to the IRS, attached to Form 8453, which serves as a cover sheet. TurboTax will fill out the Form 8453 for you and prompt you to print it.

 

fanfare
Level 15
Oct 13, 2021 8:59 PM UTC

@Ray1 

Did TurboTax ask you to attach a PDF file with sell transaction details?

 

@rjs keeps saying this can't happen.

 

To answer your question, no, the attachment, if sent by TurboTax, would not appear in your PDF file.

Ray1Author
Level 4
Oct 14, 2021 12:39 AM UTC

@fanfare well, that file was transaction details and turbotax asked me to upload 1098-B which isn't existing since the transactions weren't reported. That said what I uploaded was the datils in form 8949. It seemed like turbotax didnt have any problem with it.

I just want to know if TurboTax has sent that file to IRS or if I need to print and send it again. Its about 250 pages, and unless TurboTax hasn't sent it I dont want to waist that much paper. look here for what I have followed to report those transactions https://www.form8949.com/tto-e-file-attach-work-around.html

Level 2
Oct 18, 2022 3:20 PM UTC

Did you ever figured out if TurboTax Online did included the attachment? I did the same thing for 2022 and when I open the return it's not showing the extra attachment that I included.   

Level 2
Feb 22, 2023 2:06 AM UTC

I am also wondering about this. It's not in the pdf of my returns, but says there is an attachment. 

MarilynG
Alumni - Intuit
Feb 22, 2023 2:31 AM UTC

If you're using TurboTax Online and downloaded a PDF file of your 1099-B transactions, you are correct that it's not in the PDF of your return.

 

However, you can add the PDF of your 1099-B transactions to your printed copy of your return (and save both PDF's together on your computer). 

 

@JJ141414 

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