@ay-ay-ron wrote:
Thank you @SnortingElk for the approach. Would you share whether you've encountered any issues since filing?
The user, to whom you referred, has only posted once and that was over four months ago. As a result, it is unlikely you will get a response.
Regardless, you cannot e-file a return with Form 8997 attached in TurboTax. You either need to print and mail the entire return (with Form 8997 prepared manually) or e-file your return without Form 8997 and then print and mail Form 8997 along with Form 8949 (there has been no indication on whether there are any issues with the latter approach).
