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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
DavidD66
Expert Alumni

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?

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

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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?

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.

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?

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.

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?

@mmelancon27 

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

if so you would have to amend,

otherwise, do nothing.

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?

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.

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