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Returning Member
posted Apr 8, 2024 4:21:14 PM

Forgot to add 1099-B for Trust return filed with TurboTax Community

Hello. I forgot to upload 1099-B documents for a trust return before it was filed electronically. I am using TurboTax Business. The electronic return was accepted by IRS. Can I amend the trust return with TurboTax Business for the sole purpose of uploading 1099-B documents? Thank you.

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1 Replies
Level 15
Apr 8, 2024 4:37:14 PM

You can certainly amend the trust return, but you will have to print and mail the return since TurboTax Business does not support e-filing amended business returns (such as Form 1041).

 

Further, TurboTax Business does not support "uploading" or importing tax reporting forms such as Form 1099-B so you will have to enter the information from the 1099-B manually.