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New Member
posted Mar 9, 2020 4:38:32 PM

I already attached a Consolidated Tax Information Statement 1099B from Vanguard and now they sent a revised statement. How do I replace the PDF attachment to the return?

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5 Replies
Expert Alumni
Mar 9, 2020 7:30:12 PM

When you say you attached the 1099-B, do you mean you downloaded it into your return?

Level 3
Mar 14, 2021 8:28:52 PM

What is the way to attach 1099B to my return? How do you do that? I didn't find in my TT Premier 2020 any options to attach my 1099B to my return.

Level 15
Mar 14, 2021 8:41:46 PM

It appears some filers are getting this prompt and not others.

TurboTax has not published any information that I know of on such a feature, that other tax software has had for years.

Level 15
Mar 14, 2021 9:10:16 PM

@mmelancon27 

Did any totals of proceeds and/or cost change your capital gains/losses?

if so you would have to amend,

otherwise, do nothing.

Level 3
Mar 14, 2021 9:18:31 PM

Yes, I'm entering totals for all my categories, some with adjustments, but then I see only "mailing instruction" appeared  but no any prompt for PDF attachment. Are you using online version or CD?  I'm using CD.